7111 results found

1. Bitrix24

   Integration with Bitrix 24

   10 votes

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   Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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2. Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.

   Auto Place fields even without field tags.

   21 votes

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   Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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3. Support ticket log

   Ticket log for account so users can see what other tickets have been submitted/what others have asked about.

   1 vote

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

4. Edit profile info in the mobile app

   The option for the client to have the same settings as the webapp in the moblie app.

   1 vote

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   0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. Conditional logic for Hubspot

   Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is

   5 votes

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   Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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6. Badge numbers iOS

   Please fix the bugging badge numbers on iOS. It’s impossible to reset them.

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   2 votes

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   0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. Increased document total after auto-renewal
   1 vote

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Automatically Calculate Exchange Rate

   Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

   9 votes

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   Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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9. Preview bulk send before sending

   Preview what one doc would look like before sending via bulk send

   39 votes

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   5 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

10. Create a Video Links Library

    It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. Automatically remove users from PandaDoc

    Remove users from Office 365 (Microsoft CRM) --- automatically removed from PandaDoc (sync trigger based on "disabled")

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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12. Making documents created from a Hubspot Contact automatically inherit the Contact's name
    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Add audio to the document
    2 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. total Value either at the top of the bottom should be present
    1 vote

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. Pass images from CRMs to documents using tokens/variables

    ability to make images as dynamic field or as a variable

    66 votes

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    14 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

16. ISO 9001 compliant

    ISO 9001.

    2 votes

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    0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. Transitioning from QuoteRoller

    It's not only an update:
    double the cost of our current solution quoteroller.com
    find time to implement it / project manage the implementation...
    lose all client history

    2 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. create an automatic email to my clients that let them know we received their signed documents
    1 vote

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

19. Send button on the right hand side

    Far preferred when Send button was on the Right Hand side

    1 vote

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    0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. HubSpot Access on Document upon Completion

    Have the HubSpot integration access in the document when it has been completed.

    8 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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