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  1. Close.io

    79 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, 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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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) commented  · 

    Please add the integration

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

  2. Ability to pull contact tokens from Hubspot deal

    48 votes

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    2 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  · 

  3. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals) [WORKAROUND PROVIDED]

    108 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On roadmap  ·  Liza Gatsak responded


    [WORKAROUND]

    Hi all! 

    I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z 

    I would be happy to answer your questions and get a feedback from you. You can…

    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

    78 votes

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    14 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. Keep document status & filled in fields when copying a document to another workspace [workaround in comments]

    30 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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

    30 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

    124 votes

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    13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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  · 
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