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229 results found

  1. pass line items formatting from hubspot

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  2. Fields move automatically with text blocks: link fields to blocks

    92 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    Hello, 

    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!

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    Thomas Hayes commented  · 

    Make it so that fields move automatically with text

    Thomas Hayes supported this idea  · 

  3. salesforce document title

    13 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Thomas Hayes shared this idea  · 

  4. Option to see the users who deleted a document / template

    12 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Thomas Hayes shared this idea  · 

  5. accept payment via Paypal subscription

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  6. Reject / Accept history Report

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Thomas Hayes commented  · 

    Ability to view the suggestions that have been rejected.

    Thomas Hayes supported this idea  · 

  7. Make video thumbnails smaller in a document body

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes shared this idea  · 

  8. Forms notification: Ability to configure Form notification emails / Turn off or Customize Form submitted email

    28 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Thomas Hayes supported this idea  · 

  9. Customize PDF name

    2 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Thomas Hayes commented  · 

    Ability to set a custom name on a downloaded pdf. For example, have the name of the document plus the recipient name as the pdf name.

    Thomas Hayes supported this idea  · 

  10. Retroactively Attach PDF in Salesforce Opportunity

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  11. Ability to link PD documents to Freshsales deals

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  12. freshsales

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  13. Upload custom font via file upload

    63 votes

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    Not planned  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes supported this idea  · 

  14. report how many documents created by week

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Thomas Hayes shared this idea  · 

  15. Adjust / reduce the spacing (move closer) between two blocks

    14 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes commented  · 

    Ability to adjust the space in between bullet points

    Thomas Hayes supported this idea  · 

  16. email formatting

    16 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Thomas Hayes supported this idea  · 

  17. pricing table subtotal add text

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Thomas Hayes shared this idea  · 

  18. Ability to delete a user from all workspaces at once

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Thomas Hayes supported this idea  · 

  19. move template from production to staging without retagging fields

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Thomas Hayes shared this idea  · 

  20. Dark mode for UI

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes supported this idea  · 
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