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94 results found

  1. Fix PandaDoc HubSpot integration to match update HubSpot Object Merge - Jan 2025

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  2. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    48 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  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.

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  3. Use Ticket object to create docs from Hubspot

    23 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  4. Count of the number of fields assigned to recipients

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  5. Change the default reply-to email address

    30 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  6. [Word Import] Keep basic numbered and bullet lists from MS Word documents

    16 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  7. Different company names for whitelabeling accounts/multiple workspace

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  8. Advanced analytics for the Rooms.

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  9. Interchange between native PandaDoc redlining and Word redlining

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 

  10. Expand scope of condition for approvals beyond document value etc

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  11. Change document status to viewed when client opens/checks the doc (not our team member)

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  12. Microsoft Power Bi

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  13. [Bulk Send] Send via SMS

    24 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  14. Advanced image resizing

    46 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  15. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

    139 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  16. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

    62 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  17. Salesforce: Release notes for recent changes

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

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

    200 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  19. Signature Certificate when using initials

    21 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  20. [Quote Builder] Transfer data functionality

    16 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
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