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257 results found

  1. copy the entire folder with templates/docs in it

    18 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 
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    AdminSolomiia Mereniuk (Admin, PandaDoc) commented  · 

    Duplicate a folder with all the documents in it

    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  · 

  2. Pipedrive. Ability to pull deal duration to pricing tables

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 
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    AdminSolomiia Mereniuk (Admin, PandaDoc) commented  · 

    pass a duration field from Pipedrive to PandaDoc pricing table

  3. edit bullet colours apart from text

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  · 

  4. Dynamic fields when pulled from Salesforce

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  5. 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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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 
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    AdminSolomiia Mereniuk (Admin, PandaDoc) commented  · 

    Dynamic bullet list from Salesforce

  6. Set Variable formatting passed from CRM (commas in variables)

    130 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  7. Timeline (Dashboard) updates itself once the contact is updated

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 
    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  · 

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

    241 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  10. [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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  11. 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!

  12. [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!

  13. Stripe + Plaid

    27 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  14. Highlight/ point out unassigned fields in the template/document

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  · 

  15. Add a message/link to the dashboard

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  · 

  16. signature and document forwarding in forms

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  17. Upload multiple files in a single collect files field

    41 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  18. Turn on signing order as a default setting for the account.

    22 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  19. The option to display the total in the pricing table excluding tax/discounts/fees

    136 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) commented  · 

    Have two totals for the pricing table footer (one with discounts, and another one - without)

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  20. 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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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 
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    AdminSolomiia Mereniuk (Admin, PandaDoc) commented  · 

    how can I customize the document name when created from a hubspot contact?

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    AdminSolomiia Mereniuk (Admin, PandaDoc) commented  · 

    want to be able to map the name of the document created from Hubspot instead of having it auto-changed to the name of the object in HubSpot

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