Settings and activity
22 results found
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69 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Luke Gibbons supported this idea ·
An error occurred while saving the comment -
5 votes
An error occurred while saving the comment This would be great to have within HubSpot as well!
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8 votes
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42 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment We need the ability to extract/download Pricing Table data into a CSV file for ease of import into other tools
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3 votes
An error occurred while saving the comment This would be particularly handy for bulk document sends.
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139 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 Should be able to export field data from any document - I actually am surprised this isn't a base feature within PandaDoc.
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18 votes
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15 votes
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191 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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442 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.
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180 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 I just want to be able to hide old templates or templates not ready for distribution so that people don't send the wrong thing.
An error occurred while saving the comment I would like the ability to restrict access to certain templates. For example, I would like to keep old templates in the system but make them "unavailable" for users to send out. Also, when creating new templates, I would like to make them unavailable until they are approved and signed off on before being made available to users to send out.
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9 votes
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64 votes
Hi there! 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! -
141 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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8 votes
An error occurred while saving the comment We want the ability to be able to create a header and footer within the theme so it can easily be applied and updated across all templates.
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6 votes
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14 votes
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44 votes
An error occurred while saving the comment We definitely need the ability to connect a document from PandaDoc to a contact in HubSpot - I know you can already create a document from a contact record, but there needs to be a way to connect an existing document within PandaDoc to a new contact in HubSpot
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3 votes
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51 votes
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.
An error occurred while saving the comment The HubSpot integration is great so far, but when a document status is updated, this should be able to trigger a workflow in HubSpot so we can automatically update the deal stage.
At the moment the only way to manually update the document status is to navigate out and view all documents, then locate the document you want to change the status for. This process is cumbersome and our users are not doing it - there needs to be the option to update the document status from within the document view for the sender. Often our clients never sign a document, as they are not allowed to, but they can provide a PO number, so changing the document status on our end is frequently required.