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103 results found

  1. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    47 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  2. Link/unlink documents to/from Contacts and Company objects in Hubspot

    44 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  3. Pass formula fields from Freshsales with commas

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  4. System for Cross-domain Identity Management (SCIM) via Entra ID (formerly Azure)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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  5. System for Cross-domain Identity Management (SCIM) via okta

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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  6. Add variables to the Room

    20 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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    On Roadmap  ·  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.

    Alexander Sakhibov supported this idea  · 

  7. Disable inline commenting (add a comment button) option

    39 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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!

    Alexander Sakhibov supported this idea  · 

  8. Option to rotate pages of a document

    98 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Alexander Sakhibov supported this idea  · 

  9. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    86 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Alexander Sakhibov supported this idea  · 

  10. Create pricing table with images via API

    6 votes

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

  11. Automatic PDF for non-completed document: send the document as a PDF along with the email

    33 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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!

    Alexander Sakhibov supported this idea  · 

  12. CFR-11

    128 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    We wanted to share an update regarding this 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.

    Alexander Sakhibov supported this idea  · 

  13. ability to create Stripe products from the Stripe payment integration

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Alexander Sakhibov supported this idea  · 

  14. Stripe: send invoice after payment was made

    19 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Alexander Sakhibov supported this idea  · 

  15. ClickUp

    15 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Alexander Sakhibov supported this idea  · 

  16. CPQ calculations: Excel Formulas.

    670 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Alexander Sakhibov supported this idea  · 

  17. Expand / Collapse Pricing Table Descriptions

    12 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Alexander Sakhibov supported this idea  · 

  18. Option to download documents in other formats: XML

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Alexander Sakhibov supported this idea  · 

  19. ZUGFeRD/XRechnung

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Alexander Sakhibov shared this idea  · 

  20. Default Saved Message: automatically choose a saved message for a document

    18 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Alexander Sakhibov supported this idea  · 
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