3784 results found
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HubSpot CRM: ability to pass zero in the variable when it is the first digit of the number
ensure that the number 0 (zero) is not removed when it is the first digit in the data passed to PandaDoc as a variable. Currently, it appears that PandaDoc automatically excludes the zero when it is the first digit, which is essential for accurate data representation
2 votes -
move PandaDoc documents associated with an item when you move that item in Monday.com
move PandaDoc documents associated with an item when you move that item in Monday.com
2 votes -
copy all completed docs to sharepoint
Instead of just making templates available to download automatically to Sharepoint, please make it to where we can assign sharepoint folders to all documents. Example: if I have a folder titled Proposals in my Sales Workspace I should be able to assign an automation that any document added to that folder also uploads to Sharepoint. Also, there should be a way to assign a folder to all signed docs. Example: I send a document that isn't a template, after it is signed it automatically goes to a backup folder in Sharepoint.
1 vote -
Option to control which templates appear in the PandaDoc iFrame in HubSpot
Ability to limit or filter the templates shown in HubSpot, so only approved or active templates are visible to the users.
3 votes -
Automations for Zendesk Support: Automatically generate a document when a ticket status changes
Add automation for Zendesk Support to generate a document automatically when a ticket status changes.
2 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Send more than one reminder within 24 hours
Panda has taken away the functionality to send more than one reminder within 24h. This is affecting our business. It happens a lot that the emails sent via the Pandadocs space, lands in a client's spam box. When we send a reminder, the reminder will go to the client's inbox. Sending more than 1 reminder within 24h therefore assists us in getting agreements signed and we have never had any complaints from our clients with the reminders. Panda customers should be able to set their own limits for reminders.
4 votes -
System Variable for Document Renewal Date
Add a system variable that automatically populates the document renewal date.
2 votes -
Duplicate Send Check
Prevent accidentally sending the same document multiple times to the same contact. When a sender selects a recipient they've already sent the document to, prompt a message like:
“You have previously sent this document to this contact. Would you like to send it again?”2 votes -
Option to delete a page or pages from a document on a mobile browser
When on a Chrome mobile browser, page breaks do not show and there is no option to delete a specific page from a document.
2 votes -
2 votes
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2 votes
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Ability to enable tracking ID/unique ID for each page of the document
Tracking IDs on pages make it easier to match specific sections to a version or approval sequence and helps verify the authenticity and integrity of each page, especially when documents are printed, shared offline, or used in litigation.
2 votes -
Allow setting of Email Subject (not just message) for Email Templates
Allow users to set an email Subject along with the email message for Email Templates
2 votes -
HTML on Rooms feature
The ability to insert/embed HTML or a code block in Rooms.
4 votesHi. 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!
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Batch Document Creation for Multiple Clients via CRM Integration
Create a separate document for each of multiple clients at once via the CRM integration
2 votes -
Automatically open next document awaiting approval after one is approved
Automatically open the next document waiting for approval after one is approved, to make it faster to go through multiple approvals.
3 votes -
Automate Canceling/Deleting/Expiring Documents from Salesforce with Status Sync to PandaDoc
Add Salesforce-to-PandaDoc automation triggers that allow Salesforce field changes to automatically update PandaDoc document status
2 votes -
Support Quote Builder features via API
Quote builder via API:
– No programmatic creation of quote items with product images
– Product catalog not reliably accessible/linkable via API
– Consequence: Quotes without precisely positioned images, some with gray placeholders ("grey image placeholder")
– Fixed column labels such as "Quantity"/"Price" in quotes and system interfaces3 votes -
[Word Export] Quote builder shows hidden fields in Word export
Downloaded PDF version of PandaDoc matched what is in PandaDoc, however the word version included fields that were hidden in the quote tool and created a bunch of formatting issues
2 votes -
To support additional language, Hebrew
Currently the Hebrew language is not supported in PandaDoc. As this language is unavailable it has not been possible to implement PandaDOC fully in our region.
3 votes
