Settings and activity

17 results found

1. [HubSpot] Import from CRM: add new products to the pricing table after document creation

   16 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Veronika Yaroshevskaya supported this idea  ·  Dec 20, 2022

2. Personalized links: White-label document URL (recipient link) / Customize the links for documents

   69 votes

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   Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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3. smart content in header

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Veronika Yaroshevskaya shared this idea  ·  Aug 3, 2022

4. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

   84 votes

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   Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Veronika Yaroshevskaya supported this idea  ·  Aug 2, 2022

5. Setting to not include Signature Certificate

   19 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

   183 votes

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   Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Veronika Yaroshevskaya commented  ·  Jun 8, 2022  ·  Edit…  ·  Delete…

   Same request.

   "If we have multiple points in a document, we give them a serial number. When we try to continue the serial numbers to the next page, that doesn’t happen. Instead it start’s from 1 again. What can we do to solve this issue".

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   Veronika Yaroshevskaya supported this idea  ·  Jun 8, 2022

7. Document Bundling - completed document triggers bundle send to same recipient(s)

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Veronika Yaroshevskaya supported this idea  ·  May 5, 2022

8. Calculated Variables in Pricing tables

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   56 votes

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   Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Veronika Yaroshevskaya supported this idea  ·  May 5, 2022

9. Hubspot workflow

   34 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Veronika Yaroshevskaya supported this idea  ·  Mar 25, 2022

10. Change account timezone within the system

    60 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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11. Permissions for specific documents: Private documents (Password protect documents internally)

    82 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Veronika Yaroshevskaya supported this idea  ·  Dec 13, 2021

12. Conditional Logic set up in Pricing tables

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    Veronika Yaroshevskaya supported this idea  ·  Nov 16, 2021

13. Change Document Status option in the Document view Itself

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Veronika Yaroshevskaya supported this idea  ·  Nov 8, 2021
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    Veronika Yaroshevskaya commented  ·  Nov 8, 2021  ·  Edit…  ·  Delete…

    It would be nice to have the ability to change the document status inside editor 2.0 as we had in the classic one

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14. 2 way sync with Monday

    14 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

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    Veronika Yaroshevskaya commented  ·  Sep 28, 2021  ·  Edit…  ·  Delete…

    Sending customer information from lead from Monday.com to PandaDoc would be awesome

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    Veronika Yaroshevskaya supported this idea  ·  Sep 28, 2021

15. Salesforce true 2 way sync

    93 votes

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    Idea  ·  21 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Veronika Yaroshevskaya supported this idea  ·  Aug 27, 2021
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    Veronika Yaroshevskaya commented  ·  Aug 27, 2021  ·  Edit…  ·  Delete…

    Once a proposal is in a "sent" status the products will be automatically updated in salesforce

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16. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    587 votes

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    Idea  ·  53 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Veronika Yaroshevskaya supported this idea  ·  Jun 9, 2021

17. Increase Upload Size limit

    10 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Veronika Yaroshevskaya supported this idea  ·  Jun 8, 2021