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190 results found

  1. Hubspot link document to Custom Object

    19 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, 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.

    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  2. Ability to embed Editor 2.0 to web application

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  3. Set client's default email subject (automatic subject)

    101 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  4. bundling approval workflow

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  5. Export documents as CSV file

    18 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  6. attach bundle documents as a single file upon completion

    14 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  7. Home: waiting for others tab for all documents within workspace

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 
    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  · 

  8. For the general account expiration settings to apply to all documents/templates, not only to new ones

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  9. Bulk Send: Retract / Undo a bulk send batch with errors easily

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented  · 

    Option to undo/unsent the bulk send documents in case there was an error

  10. Update role variables

    29 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  11. Stripe API to Existing Products and Customers

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  12. Move documents through API

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented  · 

    Option to move document into folder via API

  13. Option to use custom variable/variable on pricing table

    18 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented  · 

    Option to have a separate variables for the products in the pricing table.

  14. [Word Import] Import complex MS Word features such as SmartArt to maintain the integrity of the original documents.

    193 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

  15. [Word Import]: When MS Word documents are uploaded to PandaDoc, the page size mirrors the original document settings.

    237 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

  16. [Word Import] Correct issues with the improper paragraph after MS Word documents have been imported into PandaDoc.

    195 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

  17. Automated tools within PandaDoc that eliminate text copying to Notepad for fixing common formatting issues.

    195 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

  18. [Word Import] Headers and footers are consistently retained without alteration when importing documents from MS Word to PandaDoc.

    195 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

  19. View and track edits feature in the document version history like in MS word or google docs

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  20. MS Dynamics two-way sync (2-way sync)

    25 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented  · 

    To link a document with the Dynamics CRM from the PandaDoc side

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