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199 results found

  1. Ability to integrate PandaDoc with monday.com desktop app

    28 votes

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

  2. Auto-update content library item once updated in a document/template

    39 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Automations  ·  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. Resend button

    42 votes

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

  4. Redirect URL for Forms

    46 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  · 

  5. 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  · 

  6. 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

  7. 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  · 

  8. 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  · 

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

    27 votes

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

  10. Auto number pricing table line items

    25 votes

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

  11. 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  · 

  12. Lever

    17 votes

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

  13. 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  · 

  14. Stax

    7 votes

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

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

    52 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios. Here are the instructions:

    1. Hide the total section and add text block below the pricing table. 
    2. Use Pricing table total variable or any other that you'd need to adjust. 
    3. Change format as needed via Text design. 

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Angelica Lapat supported this idea  · 

  16. Wise

    15 votes

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

  17. 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  · 

  18. 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  · 

  19. 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  · 

  20. 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  · 
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