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15 results found

  1. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    46 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Michelle Stephenson supported this idea  · 

  2. Option to use the format of saved Content Library Item when adding to a new document or template

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  3. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    85 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  Molly Abrams 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!

  4. Sync products from HubSpot Products and Quotes with PandaDoc catalog

    33 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Michelle Stephenson supported this idea  · 

  5. Change Document Status Within the Document

    68 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Michelle Stephenson commented  · 

    It is next to impossible to manage the change document status in the document view with the current search function. If you have to search for the document, it makes you open it and you cannot make the changes.

  6. Conditional Status Change

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  7. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    145 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  8. Ability to add or attach a document / attachment to a completed document

    20 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  9. Alerts/Notification when a reminder / signing order email has been sent to the recipient

    12 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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  10. Advanced search options/ Search within the Folder

    34 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Michelle Stephenson commented  · 

    Actually that is not what i asked for. I asked for it to search Hovermap + ST it needs to be an AND not an OR search

  11. Simplify Manual to Complete Status Change

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  12. Document rejected notifications *sent to a document approver / rejected docs and notes to them visible in one place

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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  13. Notifications for non-document participants (non senders)

    87 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Michelle Stephenson supported this idea  · 

  14. The ability to change the statuses of the document to any possible status manually.

    28 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Michelle Stephenson supported this idea  · 

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

    134 votes

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    16 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Michelle Stephenson supported this idea  ·