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26 results found

  1. More connection between workspaces: Design options, themes, settings shared between workspaces

    55 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    After careful consideration and further analysis of this 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.

    Victoria Kenward supported this idea  · 

  2. 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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    Victoria Kenward supported this idea  · 

  3. Image library: bulk upload feature for images

    85 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Victoria Kenward supported this idea  · 

  4. Move documents across workspaces and keep the statuses

    260 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Victoria Kenward supported this idea  · 

  5. Pricing table total that separately shows total for recurring charges and total for a one-time fee (as in QuoteRoller)

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Victoria Kenward supported this idea  · 

  6. Quickbooks ACH

    133 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Being Evaluated  ·  Valeryia Baranava 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!

    Victoria Kenward supported this idea  · 
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