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125 results found

  1. Connect two separate CRM accounts to one PandaDoc workspace.

    7 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Moira Lavender commented  · 

    Attach more than one Salesforce Account to a single PandaDoc account.

    Moira Lavender supported this idea  · 
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    Moira Lavender commented  · 

    We currently have multiple Salesforce instances and need to provide PandaDoc integration to both the main instance and the shared instance.

  2. Send as PDF with link to PandaDoc

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Moira Lavender commented  · 

    Shortcode that could be embedded into the pdf with the link version of that document would be very helpful.

    Moira Lavender shared this idea  · 

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

    30 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Moira Lavender supported this idea  · 

  4. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    431 votes

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    66 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Moira Lavender commented  · 

    Pricing table variables are currently displayed in dollars format. It would be helpful to be able to switch the format to a percentage or have additional variables in that format.

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    Moira Lavender commented  · 

    Pricing table variables are currently displayed in dollars format. It would be helpful to be able to switch the format to a percentage or have additional variables in that format.

    Moira Lavender supported this idea  · 

  5. Place a page break block inside a table of contents (TOC): split into pages

    16 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Moira Lavender supported this idea  · 

  6. Preview document before sending

    26 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Moira Lavender commented  · 

    see what, exactly, the prospect is going to see prior to sending the document. This feature would also be helpful when using a CRM integration.

  7. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

    294 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Early access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

    Moira Lavender supported this idea  · 

  8. Volume-Based Pricing in Catalog Upload/Download

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Moira Lavender supported this idea  · 

  9. Having separate repository and folders within Image Library

    185 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not planned  ·  Molly Abrams 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!

    Moira Lavender supported this idea  · 

  10. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    56 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

    Moira Lavender supported this idea  · 

  11. Export User List in CSV: download users of the PandaDoc account in one file

    34 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Moira Lavender commented  · 

    Include License type and Account Role

    Moira Lavender supported this idea  · 

  12. Clear button for Signature Field

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Moira Lavender shared this idea  · 

  13. Signature settings for specific documents

    39 votes

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    6 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!

    Moira Lavender supported this idea  · 

  14. [Reporting] Salesforce Activity

    7 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Moira Lavender supported this idea  · 
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    Moira Lavender commented  · 

    Indicate which documents are linked with Salesforce and which are not.

  15. Ability to set document value to pricing table subtotal

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Moira Lavender supported this idea  · 

  16. Allow admins to change other users' emails, names, and passwords

    14 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Moira Lavender commented  · 

    sign into the users account through your admin account to reset passwords.

  17. Ability to regenerate document links

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Moira Lavender supported this idea  · 

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

    81 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not planned  ·  Molly Abrams 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
    Moira Lavender commented  · 

    When a document is created through a Deal in Zoho, the name of the deal is used as the document name.

    It would be helpful to be able to choose the naming convention for documents created through an integration.

  19. move a team member from one workspace to another

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Moira Lavender supported this idea  · 

  20. Export all documents list with statuses and other information

    17 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Moira Lavender supported this idea  · 
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