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40 results found

  1. Option to disable notification for CC'd recipients

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Anna Kovalchuk supported this idea  · 

  2. HubSpot 2-way sync: ability to pull back info from variables to HubSpot

    7 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  3. Ability to create custom automations on the document level

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Anna Kovalchuk supported this idea  · 

  4. Flatten PDFs before the upload

    16 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Anna Kovalchuk supported this idea  · 

  5. Revolut payment gateway

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  6. Pre-Sign a Document before sending in bulk

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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  7. Create pricing table with images via API

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Anna Kovalchuk supported this idea  · 

  8. Confirm with the client before we charge them when switching to paid plan after trial

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Anna Kovalchuk supported this idea  · 
    Anna Kovalchuk shared this idea  · 

  9. Remove the option to leave a public comment on a form

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Anna Kovalchuk commented  · 

    Embedded form: disable the option to comment/chat

  10. Pass currency from various objects in Salesforce, not only Opportunity

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Anna Kovalchuk supported this idea  · 

  11. Option to switch off "Collaborator requests access" notification for Admin users

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Anna Kovalchuk commented  · 

    + Select users (Admins) who receive these notifications.

  12. Auto-update pricing tables and quotes in templates if product catalog is updated manually

    47 votes

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    6 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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!

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    Anna Kovalchuk commented  · 

    Update quote builder/pricing table when the products are updated in the Catalog manually (not via catalog import)

    Anna Kovalchuk shared this idea  · 

  13. Downloading attachments along with the document they are attached to

    180 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  14. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    58 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Anna Kovalchuk commented  · 

    For one person/email to be able to sign a document two times on different stages

  15. Automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Anna Kovalchuk supported this idea  · 

  16. Edit uploaded PDFs

    269 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anna Kovalchuk supported this idea  · 

  17. Global Settings: disable pdf download for entire account / Ability to disable the 'Download document' for recipients on the account level

    15 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Anna Kovalchuk commented  · 

    Ability to disable the 'Download document' for recipients on the account/workspace level, not only for particular documents/templates

  18. Place content blocks/Images inside of another Content block

    100 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anna Kovalchuk commented  · 

    Insert one block into another

  19. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    121 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Anna Kovalchuk commented  · 

    Change app.pandadoc.com to a custom domain so that if we have clients logging in they don't see pandadoc branding

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    Anna Kovalchuk commented  · 

    Ability to customize document recipient link. Like white labeling but for the links so they include client's domain

  20. [Bulk Action] Add fields

    7 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Anna Kovalchuk commented  · 

    Simplify the process of pulling fields when there're many to be added

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