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  1. 15 votes

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    Luke Gibbons supported this idea  · 
  2. 107 votes

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    Hi,

    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!

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    Luke Gibbons commented  · 

    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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  3. 16 votes

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    Luke Gibbons commented  · 

    I'd actually go further than this, it should be available to pass back to any record in HubSpot, not just the deal = eg contact or company record as well.

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  4. 134 votes

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    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. 


    PandaDoc does have a feature to manage access to content - Workspaces. Workspaces are a great solution to distribute and manage content easily not just across separate teams or departments. Separate workspaces can also be created for different projects, for templates you no longer use but don't wish to delete, and templates that are still a work in progress or have not been approved for use. You can learn more about workspaces here.


    Templates can also be shared across workspaces, if needed. These shared templates can be used to create and send new documents, but cannot be edited. You can learn more about sharing content across workspaces here.


    Please keep upvoting this idea so we can keep considering it every time we work…

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    Luke Gibbons commented  · 

    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.

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    Luke Gibbons commented  · 

    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.

  5. 9 votes

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    Luke Gibbons supported this idea  · 
  6. 20 votes

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    Luke Gibbons commented  · 

    This should absolutely be a priority, it basically ruins the workflow. If a client wants something changed in the pricing table, the user either has to update the amount in PandaDoc and the deal in HubSpot is inaccurate, or edit the line item in HubSpot and create a whole new document. Either way, it is time-consuming and causes a lot of inaccuracies for us.

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  7. 48 votes

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    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!

    Luke Gibbons supported this idea  · 
  8. 23 votes

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    Luke Gibbons supported this idea  · 
  9. 107 votes

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    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!

    Luke Gibbons supported this idea  · 
  10. 7 votes

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    Luke Gibbons commented  · 

    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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  11. 6 votes

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    Luke Gibbons supported this idea  · 
  12. 13 votes

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  13. 25 votes

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    Luke Gibbons commented  · 

    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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  14. 30 votes

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  15. 2 votes

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  16. 42 votes

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    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.

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    Luke Gibbons commented  · 

    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.

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  17. 24 votes

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  18. 48 votes

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    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!