7252 results found
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Ability to apply Design theme to the blocks where the text was changed manually
Ability to apply Design theme to the blocks where the text was changed manually
At this time, if text is manually set in a text block and a theme is applied --> the text associated with the theme will not override the text that was manually set in a text block. This can be a pain for users that have hundreds of templates and CLIs.
6 votes -
Hubspot workflow
Any plans for Hubspot Workflow?
51 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Pass files from SalesForce files to PandaDoc
Pass files from SalesForce attached files to PandaDoc document as attached files
12 votes -
[Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)
Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template
114 votesHi there. Thank you for submitting this idea! 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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2 votes
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Remove Salesforce document drafts
Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc
2 votes -
Display uploaded files in PDF
Display uploaded files in the PDF ev1
14 votes -
31 votes
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!
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1 vote
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1 vote
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2 votes
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[Comments] allow mentions for 'member' role
Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.
3 votes -
Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost
Ability to create new status tiles for document management.
148 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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InfusionSoft / Keap
Integration with InfusionSoft / Keap
10 votes -
2-way synchronization with Copper
2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?
6 votes -
Copper
Native integration with Copper
4 votes -
[Partner] Restrict workspaces from adding more licenses than allotted
Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.
3 votes -
JSON Payload Update for EV2 with Salesforce
Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.
1 vote -
24 votes
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Edit PandaDoc in Draft Status From Within HubSpot Deal
Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.
9 votes
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