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68 results found

  1. Save entire page with header/footer in the content library

    67 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  2. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    24 votes

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

    Am I able to turn a Signiture box sideways? I need to turn it 90 degrees
    Would be good for a future update! - Morgan G.

  3. Customize information passed to QuickBooks

    18 votes

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

  4. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    88 votes

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

    When I go to use a template, it would be great for an "untitled document to be created. I have made the mistake multiple times of accidentally editing the template when I meant to make a document.

  5. Set Variable formatting passed from CRM (commas in variables)

    132 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    Charmyn Marchan supported this idea  · 

  6. Hubspot link document to Custom Object

    19 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We 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.

    Charmyn Marchan shared this idea  · 

  7. Spellchecker: Spell Check in App like Grammarly

    346 votes

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    42 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Charmyn Marchan commented  · 

    Auto-correct feature in or chat or email portal when submitting a request.

  8. Change Document Status Within the Document

    70 votes

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

    Add change status option in Document Status Tile view

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