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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Ability to pull contact tokens from Hubspot deal

    Contact tokens are not available when creating the document from a HubSpot deal.

    62 votes

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    3 comments  ·  Integrations - HubSpot  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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!

  2. Limit Salesforce Opportunity status trigger to specific templates

    PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →

  3. When global settings are changed, have it also apply to existing documents and templates.

    9 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  4. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    451 votes

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    69 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Solution Exists  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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