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109 results found

  1. add tags to multiple documents

    13 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  2. [Bulk action] Add tags to many templates in one click

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  3. Tokens/Variables in saved messages / email body or subject

    203 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    An error occurred while saving the comment
    Alexander Sakhibov commented  · 

    Email title lookup fields to pull the document title & client company name via variables.

  4. Localization/Recipient view in Polish

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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  5. Ability to set an expiration date for the document for "today/by the end of the day".

    14 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Alexander Sakhibov shared this idea  · 

  6. Auto number pricing table line items

    29 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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  7. Ability to turn off specific notification emails sent to recipients.

    130 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  8. Combine/Merge Templates & Documents

    98 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  9. Smart Content via Bulk Send

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  10. Change account timezone within the system

    92 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  11. Connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  12. Set Variable formatting passed from CRM (commas in variables)

    128 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

  13. HubSpot: setup variable formatting

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  14. Ability to adjust the email footer text based on the recipient's language.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Alexander Sakhibov supported this idea  · 

  15. pass Pipedrive product image to PD pricing table

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  16. Quickbooks ACH

    129 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  17. HubSpot Syncing on Contact Records

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  18. Email body customization while creating/sending documents via API

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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  19. Card Details field for Authorize.net

    15 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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  20. Customers / recipients can edit variables

    43 votes

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