Working with Add-ons

Anna K

August 12, 2024 12:06
Updated

Add-ons allow you to find, enable, purchase, and remove add-ons available for your current subscription plan.

To enable a feature available on a different subscription plan you can:

Purchase an add-on.
Upgrade your subscription plan.

Features available for self-purchase

✓ Feature included in the plan's package by default. * Can be purchased as an add-on.

	Essentials	Business	Enterprise
Approval Workflow	*	✓	✓
Auto Reminders	*	✓	✓
Auto Expirations	*	✓	✓
Content Library & Image Library	*	✓	✓
Content Locking		*	✓
Email Whitelabelling		*	✓
Salesforce Integration		*	*
Workspaces		*	✓
Conditional Approvals		*	✓
SSO		*	✓
Advanced Reporting		*	✓
Redlining		*	✓
Renewal Notifications		*	✓
CPQ		*	✓
External Automations		*	✓

Volume-based features available to Business and Enterprise plan users ($2 per document):

Bulk Send
Forms
Documents generated via Zapier
Documents generated via API (Enterprise plan only)
PandaDoc Notary transactions
SMS verifications

How to enable add-on features

Note:

Only the account owner can enable/disable features in the Add-ons section.

Navigate to the Add-ons section
Find the add-on you would like to enable for your account.
Select the Buy now option to purchase the add-on and proceed with the payment.
If the add-on is available only on a different subscription plan, the system will suggest to Upgrade plan

Add-on trialing

Some add-on features offer a free 7-day trial. To start a trial, choose the Start free 7-day trial option. A note will indicate that your free trial will end after 7 days. You will not be charged after the trial ends, the feature will simply become unavailable.

Note: You'll be unable to start trialling a feature (7-day free trial) if you're not on an active plan.

Warning:

After the trial expires, you will not be able to send documents with the Quote builder blocks unless you purchase the add-on or upgrade your plan. If you lock your content during the trial, you won’t be able to unlock it when the trial expires unless you purchase the add-on or upgrade your plan.

Features available for free 7-day trial:

Multiple Workspaces
CPQ
Reporting
Content Locking
Agreement Renewals

After the free 7-day trial expires, the add-on will automatically be disabled. If you've already used your free 7-day trial option, you will only have an option to purchase the add-on:

How to disable add-on features

To uninstall an add-on, open the add-on feature you want to disable and choose the Uninstall add-on option.

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