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9 results found

  1. Xero

    150 votes

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

    We wanted to share an update regarding this 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.

    Jillian Chamberlain supported this idea  · 

  2. Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Jillian Chamberlain commented  · 

    The capability to feed the "share via link" option into hubspot linked to a deal, contact, etc.

  3. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    152 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jillian Chamberlain commented  · 

    A document status that shows when some recipients have signed but not all, instead of them being grouped in with viewed

  4. Aggregate Document Analytics in Reporting Dashboard

    28 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

    An error occurred while saving the comment
    Jillian Chamberlain commented  · 

    Allow the option to measure time to close metric from the moment the recipient starts signing.

  5. Link Salesforce record expiration settings

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Jillian Chamberlain supported this idea  · 

  6. Place content blocks/Images inside of another Content block

    105 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jillian Chamberlain supported this idea  · 

  7. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    190 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

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

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    Jillian Chamberlain commented  · 

    The ability to flip and change the orientation of an image from within the editor

  8. Fields signing order on a document/form

    18 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jillian Chamberlain commented  · 

    They would like the ability to create a field signing order that would allow them to determine the order in which tabbing or the "next" key presents the fields for recipients to sign.

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

    203 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Jillian Chamberlain commented  · 

    The ability to remove the signature certificate from the recipients PDF