Settings and activity
17 results found
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159 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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423 votes
Hi,
Good news: we have already started working on that feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
Luke Gibbons supported this idea ·
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120 votes
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!An error occurred while saving the comment -
152 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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54 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! -
24 votes
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124 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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13 votes
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31 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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30 votes
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2 votes
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47 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 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.
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.
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25 votes
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54 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!
Should be able to export field data from any document - I actually am surprised this isn't a base feature within PandaDoc.