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102 results found

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

    17 votes

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    2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  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  · 

  2. 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  · 

  3. Sort templates shown when creating documents via CRM integrations

    2 votes

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

  4. Auto-Reminders For Bulk Send: The ability to change reminder settings in bulk for a large number of sent documents.

    18 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  5. Ability to set document title for Zendesk Support Integration

    1 vote

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

  6. Formatting symbols similar to Microsoft

    1 vote

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

  7. Ability to follow a document status for non-participants via notifications: Ability to enable notifications on a document for non-senders

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  8. Link/unlink documents to/from Contacts and Company objects in Hubspot

    23 votes

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    4 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Charmyn Marchan commented  · 

    Also, unlink documents from Contacts in Hubspot.

  9. Merge vertical cells in Pricing table

    46 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) 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!

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    Charmyn Marchan commented  · 

    Ability to merge vertical cells in a table.

    Charmyn Marchan supported this idea  · 

  10. Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.

    18 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan commented  · 

    Auto place fields with our without field tags in eForms too.

    Charmyn Marchan shared this idea  · 

  11. Multiple themes when bundling documents

    15 votes

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

  12. Smartsheet

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  13. Refresh Pricing table and Data with MS Dynamics

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Charmyn Marchan commented  · 

    Th ability to have an auto-refresh feature in MS Dynamics for Safari users as the list of associated documents does not show right away (works in Chrome) and manual refresh has to be done.

    Charmyn Marchan supported this idea  · 

  14. Document value for content library items

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Document Value  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  15. Filter timeline activity log

    5 votes

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

  16. Improve auto save feature

    5 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. no extra page when adding item from content library

    14 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Charmyn Marchan commented  · 

    Adding CLI blocks with free orientation (e.g. blocks added on cover page/uploaded pages) includes blank pages along with it but works properly when the CLI is created/saved from the content page.

    Charmyn Marchan supported this idea  · 

  18. Products in different languages and currencies with the same SKU in Catalog

    16 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » CPQ - Catalog  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  19. Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.

    21 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan commented  · 

    Set it up so that the custom variable name is not shown, if the custom variable contains no value (blank) - Michael Yoon

    Charmyn Marchan supported this idea  · 

  20. Change the color of the recipient role fillable fields in a document (template)

    238 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are developing something similar that addresses the most common feedback related to field colors - confusion with similar colored fields. 

    While this enhancement does not allow you to pick the colors for assignees, it will ensure that no two assignees will have similar colored fields.

    The new color palette will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via alerts inside PandaDoc and here on our idea portal.

    Charmyn Marchan supported this idea  · 
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