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  1. 48 votes

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    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!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  2. 7 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    This would be great if it was broken down by each section as well!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  3. 435 votes

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    Hi there đź‘‹

    I'm Igor from the PandaDoc product team.

    Quick update: the ability to redirect to a custom URL upon completion is currently in development and is expected to be available for early access this quarter. 

    If this is a feature you're interested in, please reply to this message and briefly describe your use case. This will help us ensure that it aligns perfectly with your needs.

    Thank you!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  4. 111 votes

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    Hi,
    Thank you for taking the time to leave your request. Good news! We will be working on FDA CFR Part 11 compliance soon. 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, so stay tuned!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  5. 284 votes

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    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.

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  6. 24 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  7. 50 votes

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    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.

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  8. 59 votes

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    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!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  9. 36 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover the scenarios.

    To update the currency in a PandaDoc document when it doesn't match the currency in HubSpot, follow these steps: 

    1. Within HubSpot on the right, scroll down to the PandaDoc module. Click on Actions > Show PandaDoc tokens. Next, find [Deal.DealCurrencyCode] variable under the Deal tab and make sure the variable includes the currency code.
    2. Create a document from HubSpot or link the already created document to a HubSpot deal.
    3. Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
    4. Under Document Data, click Import from CRM.
    5. The currency will be updated in the pricing table or quote builder and reflected in the document value.

    More here.

    We hope…

  10. 26 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  11. 33 votes

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    Hi there! Thank you for taking the time to leave your request. Currently, this is not available, but the good news is that we have already started working on this 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 when it is live. Stay tuned!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Hi Team,

    I have a few accounts that this functionality would help tremendously. Feedback below -

    Smart Content - Add the ability to use a product name as a variable so that content can be added based on the product. This could be done the same way the data merge works for adding products to pricing tables.

  12. 179 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Hi Team, Please look into and prioritize the functionality of moving documents from one Workspace to another while keeping the document's respective status. Thanks!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  13. 52 votes

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    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!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  14. 31 votes

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    Hi there! 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. Right now, 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

    AdminAnonymous (Admin, PandaDoc) supported this idea  ·