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197 results found

  1. Resend button

    44 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Angelica Lapat supported this idea  · 

  2. Redirect URL for Forms

    49 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Angelica Lapat supported this idea  · 

  3. add Facebook pixel to PandaDoc

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Angelica Lapat supported this idea  · 

  4. Transfer data to: map pricing tables

    6 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Angelica Lapat supported this idea  · 
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    Angelica Lapat commented  · 

    ability to transfer images in the pricing table from the original document to the new one

  5. The ability to hide the specific content of the document for a particular recipient

    10 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Angelica Lapat supported this idea  · 

  6. Send a notification to sender when document is viewed

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Angelica Lapat shared this idea  · 

  7. Option to test payment on a document using Stripe (sandbox)

    28 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Angelica Lapat supported this idea  · 

  8. Auto number pricing table line items

    27 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Angelica Lapat supported this idea  · 

  9. Ability capture the browser used by recipients in the audit trail.

    2 votes

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

  10. Lever

    18 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Angelica Lapat supported this idea  · 

  11. Workable

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Angelica Lapat supported this idea  · 

  12. Stax

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Angelica Lapat shared this idea  · 

  13. Pricing table: separate design option for total sections (adjust design for totals individually)

    56 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Angelica Lapat supported this idea  · 

  14. Wise

    16 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Angelica Lapat supported this idea  · 

  15. Move documents to folders based on status: ability to set a default Documents tab view and transfer documents into folders

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Angelica Lapat shared this idea  · 

  16. Ability to pull products from Copper CRM into pricing tables

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Angelica Lapat supported this idea  · 

  17. Map pricing table items to Quickbooks products

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Angelica Lapat supported this idea  · 

  18. Automated workflow in Hubspot based on variables (see the description for more details)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Angelica Lapat shared this idea  · 

  19. Ability to export list of all the folders and files within the app, export folders tree.

    1 vote

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Angelica Lapat shared this idea  · 

  20. Ability in Quickbooks integration to reroute it to "Sales" so QB knows when a customer has paid a deposit.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Angelica Lapat shared this idea  · 
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