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68 results found

  1. Allow other people besides The document owner to receive renewal notification emails

    21 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  2. Close.io

    79 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Being Evaluated  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    👋 Hey everyone! We're currently revisiting the Close.io integration and considering if it's the right time to prioritize it.


    This has been one of the top-voted requests, and we’d love to hear more about your specific use cases. If you're still interested or have teammates who’d benefit from this, feel free to:

    • 👍 Upvote this post (if you haven’t already)
    • 💬 Leave a comment to share your needs
    • 📅 Schedule a quick call with me so we can understand your workflow better


    No promises yet, but your input will help us evaluate next steps. Thanks for pushing us forward! 🙌

    An error occurred while saving the comment
    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) commented  · 

    Please add the integration

    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  3. Ability to pull contact tokens from Hubspot deal

    52 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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!

    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  4. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    86 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  5. [Reporting] Salesforce dashboard

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) shared this idea  · 

  6. Move documents across workspaces and keep the statuses

    250 votes

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    36 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  7. [Bulk action] Select and edit / update several templates at once

    31 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  8. Add up multiple pricing tables to create a summary table

    131 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 
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