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33 results found

  1. Export a list of all upcoming renewals

    21 votes

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

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

    126 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  3. smart content in header

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminVeronika Yaroshevskaya (Admin, PandaDoc) shared this idea  · 

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

    138 votes

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

  5. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    191 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  6. 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  · 

  7. Calculated Variables in Pricing tables

    85 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

    AdminVeronika Yaroshevskaya (Admin, PandaDoc) supported this idea  · 

  8. Hubspot workflow

    51 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  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  · 

  9. Change account timezone within the system

    83 votes

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

    187 votes

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

  11. Conditional Logic set up in Pricing tables

    225 votes

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    13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

    - Quote Builder rules

    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  · 

  12. Change Document Status Within the Document

    68 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    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

  13. 2 way sync with Monday

    43 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    An error occurred while saving the comment
    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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