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32 results found
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85 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!An error occurred while saving the comment -
45 votesSolution Exists · 10 comments · Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table · Admin →
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Natallia Skarabahatava
commented
Option to create a doc from an opportunity record in Salesforce when product quantity is negative
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32 votes
Hi đź‘‹,
I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.
I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.
We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.
Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6
Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.
Thanks so much, Alex
Product Manager – Integration Ecosystem
PandaDoc
An error occurred while saving the comment Natallia Skarabahatava
commented
Pull product descriptions as bulleted list from Pipedrive to PandaDoc
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37 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!
An error occurred while saving the comment Natallia Skarabahatava
commented
Set the document to never expire
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79 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Natallia Skarabahatava
commented
Automatically notify document creator/sender via email that a document expires soon
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247 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to set up the white background for PandaDoc notifications in emails, now it's a white window on a grey background
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6 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Set up the font size and font type for the fields when crating documents via Create Document form PDF API call
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329 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Natallia Skarabahatava
commented
unexpire expired documents so that in case the doc has 2 signers, 1 signed and the other hasn't, and the doc is expired, the doc owner should be able to revert the doc back to Viewed/Sent and the 1st signer doesn't have to complete their part of the document anew
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25 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
specify the email address to be placed in the To line once a recipient replies to an email notification with the document recieved. As of the moment, the email address of the sender is indicated
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14 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to add PandaDoc module to different objects in Zoho (now it's working only for Accounts, Contacts, Deal/Potential, Lead and Quotes). For ex., the user has Cars object in Zoho and would like to add the PandaDoc module there
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273 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Natallia Skarabahatava
commented
option to send document to a single email address to be signed by two different people (husband and wife)
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69 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to prefill a signature field when creating documents to be sent in bulk. As of the moment, the customer has to manually sign each document created via the Bulk Send option so that the signature certificate is generated. The customer would like to sign all the docs at once
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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!
An error occurred while saving the comment Natallia Skarabahatava
commented
Download a PDF with the signature field box reflected on it, as of the moment if draft document is downloaded fields are not shown on it - blank spaces instead of fields. The customer would like to download a PDF and provide it to their recipients so that they can see which fields they will have to fill out in the web view
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136 votes
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!
An error occurred while saving the comment Natallia Skarabahatava
commented
Hide the email addresses of other recipients so that once the document is opened by a recipient they won't be able to see who else is indicated in the list of recipients
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83 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Natallia Skarabahatava
commented
I'm looking to find a way to send documents for e-sign that once is signed by all participants they can not see each other emails on the certificate.
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441 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to set up separators for thousands, cents for Norwegian Krone currency within the pricing table
In Norway we are using space or . as the thousand separator. So we would write 115 000,00 or 115.000,00
We are also using , in stead of . for cents -
48 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to use capital letters in numbered list
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58 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!
An error occurred while saving the comment Natallia Skarabahatava
commented
Currently when we merge rich text field from salesforce, the html code are merged together with the data. Is there anyway to overcome this, i just need to data withput the coding
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99 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to return the document status back to completed if the document was unintentionally edited and no changes were actually applied/option to restore the signed version
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68 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Natallia Skarabahatava
commented
Having an option to define a user/users who cannot send their documents out without having them approved
set up document title when creating documents from Zoho deals, currently the name of the deal is indicated