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204 results found

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

    5 votes

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

  2. 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  · 

  3. 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  · 

  4. 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  · 

  5. 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  · 

  6. 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  · 

  7. Bulk sign: Ability to sign multiple documents at once in the inbox.

    63 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Other  ·  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!

    Angelica Lapat supported this idea  · 

  8. ability to change the Document.CreatedDate system variable in Editor

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Angelica Lapat commented  · 

    ability to edit the month of June's abbreviation from "Jun" to "June" - it looks unprofessional as per client. - pops@torchdental.com

  9. Ability to put a checkmark in the pricing table next to the line item in a related column.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Angelica Lapat shared this idea  · 

  10. Ability of the attachments to be converted into PDF and added to the document. - aaron@citeright.net

    1 vote

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

  11. Stripe + Plaid

    27 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Angelica Lapat supported this idea  · 

  12. Add check box or radio buttons to trigger create and send document in Zapier based on the selected option. - patricia@kinterinsurance.com

    3 votes

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

  13. Export Contacts List

    77 votes

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

  14. Adding multiple Images on a placeholder via API

    2 votes

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

  15. Monday.com subitem column (subitems)

    15 votes

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

  16. Global setting: turn off notifications of manual status change

    8 votes

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

  17. Pull product data from Freshsales to pricing tables

    26 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Angelica Lapat supported this idea  · 

  18. Dropdown of the state postal code abbreviations

    3 votes

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

  19. Ability to place signature boxes via page number and x,y coordinate values in API. - jeff@euro-wall.com

    1 vote

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

  20. Ability to create and schedule a PandaDoc Notary Session via the API.

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Angelica Lapat shared this idea  · 
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