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10 results found

  1. Expand the properties of fields available to the API: make fields required / non-required via API

    13 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →

  2. Send the document automatically after approval

    107 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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.

    Maryna Bozhenko supported this idea  · 

  3. Set Variable formatting passed from CRM (commas in variables)

    132 votes

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

    Maryna Bozhenko supported this idea  · 

  4. Prevent deactivated products in Pipedrive from being populated to the PandaDoc document

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Maryna Bozhenko supported this idea  · 

  5. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    171 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Maryna Bozhenko supported this idea  · 

  6. [HubSpot] Import from CRM: add new products to the pricing table after document creation

    32 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Maryna Bozhenko supported this idea  · 

  7. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    666 votes

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    72 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!

    Signature timestamp.

    Maryna Bozhenko supported this idea  · 

  8. Bundles API

    42 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →

  9. Duplicate pricing table rows

    24 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    An error occurred while saving the comment
    Maryna Bozhenko commented  · 

    Give customers an ability to copy rows in pricing tables.

    Maryna Bozhenko supported this idea  · 

  10. Copying a document from the document page

    7 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Maryna Bozhenko shared this idea  ·