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112 results found

  1. Add the same SKU for multiple catalog items

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Charmyn Marchan commented  · 

    This is helpful with product variations such as color, size, etc.

    Charmyn Marchan supported this idea  · 

  2. Affirm or AfterPay

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  3. Bi-directional contact fields

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  4. Allow specifying sender email address with Whitelabeling

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  5. Ability to adjust the size of all fields (checkboxes) at the same time

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  6. Ability to access PandaDoc via MS Dynamics' Context IQ

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Charmyn Marchan commented  · 

    To be able to successfully use Dynamics365+PandaDocs within Microsoft Teams.

    Charmyn Marchan shared this idea  · 

  7. Split the document value

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  8. Export documents/proposals from Apple's Pages

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  9. single row table

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  10. Automatically resize font in variables

    4 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  11. Localization of fields placeholder text: translate "Enter value" as well.

    1 vote

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  12. Find and Replace All feature within a document / template

    199 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  13. Option to exclude data from deleted documents in reporting

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  14. Conditional logic for Hubspot

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Charmyn Marchan commented  · 

    Or allow a checkbox to be ticked in association with a pre-defined value from a Hubspot object.

  15. Link document multiple objects in CRM (Hubspot, Pipedrive, etc)

    19 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Charmyn Marchan commented  · 

    The ability to link the same document to multiple objects in Pipedrive or unlink it from other objects (Contacts, etc.) not just deals.

    Charmyn Marchan supported this idea  · 

  16. Signature line orientation

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  17. Sort templates shown when creating documents via CRM integrations

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  18. Ability to set document title for Zendesk Support Integration

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  19. Formatting symbols similar to Microsoft

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  20. Notifications for non-document participants (non senders)

    88 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    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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    Charmyn Marchan commented  · 

    Allow non-document participants to follow a document's status progress and receive notifications without the need of being CC'd.

    Charmyn Marchan supported this idea  · 
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