7207 results found
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Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously
It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.
Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…
48 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Editing options when changing/editing licenses
We need a way to BULK select multiple user names/emails when needing to change the license type. Having 450+ licenses, I need a way to do things in GROUPS....not just bulk deleting, but also bulk CHANGES when needed.
1 vote -
Expand Salesforce Sync Search Fields to All Terms
Expand the search field when syncing a document created in Panda to Salesforce Opportunities - should be able to search for opportunities based on all terms in the opportunity name, rather than exact names.
1 vote -
Preview option after changing the Branding
Ability to see or preview what it looks like after changing the Branding
1 vote -
Partially fill in document fields
Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.
8 votes -
Documents via link sharing should only be accessible to the intended recipient
Documents via link sharing should only be accessible to the intended recipient.
25 votes -
7 votes
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Link documents from PandaDoc to Zendesk Sell
Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce
19 votes -
Option to Force Design Changes to Affect Previously Edited Fields
If a field's font size is altered, it no longer is affected by font changes made in the design settings. It would be nice to have the option to force changes to apply to every single field on a document, regardless of whether or not it has been previously changed.
1 vote -
Specify what type of signature is allowed - i.e. "draw" on kiosk form, but select on mobile
Specify what type of signature is allowed - i.e. "draw" on kiosk form, but "select signature" on mobile
5 votes -
Signature setting per user
Make it so that each user can have unique signature settings (Draw, Type, etc) Instead of having to set this setting for the whole workspace.
22 votes -
Get the reason for a declined document via API
When someone "Decline" document with reason filled - how can i get this reason from API
21 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Speed up generating a document from Zendesk Sell
It takes 10-15 seconds to create a document from Zendesk Sell in EV2
1 vote -
1 vote
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Document Portal
Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.
4 votes -
sort of HTML button where you can pick the color for inserting hyperlink
sort of HTML button where you can pick the color for inserting hyperlink
3 votes -
Catalog product items usage reporting
It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.
(PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).
61 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.
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Pass Pricing from Hubspot to PandaDoc Fields
To have the option to incorporate pricing to text fields instead of just the pricing table.
2 votes -
Put two payment blocks on a document
The ability to add two payment blocks on one document so two people can pay separate amount assigned only to them.
4 votes -
Custom Manager Role edit Member allowed to view
Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.
3 votes
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