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37 results found

  1. Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM

    17 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  2. AutoSelect template based on SFDC field

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  3. Spellchecker: Spell Check in App like Grammarly

    330 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Michael Sproles commented  · 

    Has been requested by many of our users

    Michael Sproles supported this idea  · 

  4. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    65 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Michael Sproles supported this idea  · 

  5. Pass document public URL via Zapier

    47 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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.

    Michael Sproles supported this idea  · 

  6. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    88 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Michael Sproles supported this idea  · 

  7. Dashboard - Create folders button back

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Michael Sproles supported this idea  · 

  8. Warning that text will be cut off in PDF

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Michael Sproles supported this idea  · 

  9. Ability to Zoom-in and Zoom-out on document with the help of built-in feature

    79 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding zooming in or out of the document. 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.

    Michael Sproles supported this idea  · 

  10. Fields move automatically with text blocks: link fields to blocks

    138 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Michael Sproles supported this idea  · 

  11. Change Document Status Within the Document

    70 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Michael Sproles supported this idea  · 

  12. Automation that will add collaborators to documents

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Michael Sproles commented  · 

    this would be very useful as we have a renewal team that is creating documents for renewals, but we have to manually add the sales rep as a collaborator so that they can review or edit the document. In our case the sales rep is identified on the deal in Salesforce so we can pass that info to Pandadocs if allowed.

    Michael Sproles supported this idea  · 

  13. [Word Import] Import complex MS Word features such as SmartArt to maintain the integrity of the original documents.

    195 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  14. Automated tools within PandaDoc that eliminate text copying to Notepad for fixing common formatting issues.

    197 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  15. [Word Import] Headers and footers are consistently retained without alteration when importing documents from MS Word to PandaDoc.

    198 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  16. [Word Import]: When MS Word documents are uploaded to PandaDoc, the page size mirrors the original document settings.

    240 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  17. [Word Import] Correct issues with the improper paragraph after MS Word documents have been imported into PandaDoc.

    197 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  18. create a report from the documents created per recipient

    15 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  19. add collaborator through API while creating a document

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Michael Sproles supported this idea  · 
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    Michael Sproles commented  · 

    this would be very helpful as we typically have multiple people involved in our deals.

  20. Automate Reporting

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Michael Sproles supported this idea  · 
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