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29 results found

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

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminVeronika Yaroshevskaya (Admin, PandaDoc) supported this idea  · 

  2. Calculated Variables in Pricing tables

    78 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

    AdminVeronika Yaroshevskaya (Admin, PandaDoc) supported this idea  · 

  3. Hubspot workflow

    47 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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 these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    AdminVeronika Yaroshevskaya (Admin, PandaDoc) supported this idea  · 

  4. Change account timezone within the system

    78 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  5. Permissions for specific documents: Private documents (Password protect documents internally)

    158 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminVeronika Yaroshevskaya (Admin, PandaDoc) supported this idea  · 

  6. Conditional Logic set up in Pricing tables

    211 votes

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    12 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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!

    AdminVeronika Yaroshevskaya (Admin, PandaDoc) supported this idea  · 

  7. Change Document Status Within the Document

    63 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not planned  ·  Molly Abrams 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!

    AdminVeronika Yaroshevskaya (Admin, PandaDoc) supported this idea  · 
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    AdminVeronika Yaroshevskaya (Admin, PandaDoc) commented  · 

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

  8. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    65 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (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!

    AdminVeronika Yaroshevskaya (Admin, PandaDoc) supported this idea  · 

  9. 2 way sync with Monday

    36 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminVeronika Yaroshevskaya (Admin, PandaDoc) commented  · 

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

    AdminVeronika Yaroshevskaya (Admin, PandaDoc) supported this idea  · 
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