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  1. 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.

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

    20 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  · 

  3. 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  · 

  4. 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  · 

  5. 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  · 

  6. 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  · 

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

    89 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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.

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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  · 

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

    45 votes

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

    Also, unlink documents from Contacts in Hubspot.

  9. Merge vertical cells in Pricing table

    58 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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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.

    21 votes

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    Idea  ·  4 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

    20 votes

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    4 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 » 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 » Quote Builder & 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 » Quote Builder & Pricing table  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  15. Filter timeline activity log

    6 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

    8 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

    19 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

    27 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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.

    29 votes

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    Idea  ·  10 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. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.

    9 votes

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