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187 results found

  1. Have SKU under description in pricing table

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Kaylen Nolen shared this idea  · 

  2. Drop down menu in forms that will populate fields based on drop down selection

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  3. Search Results are no longer sortable

    20 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  4. Pull Hubspot rich text fields

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  5. Tokens/Variables in saved messages / email body or subject

    204 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the 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.

    Kaylen Nolen supported this idea  · 

  6. Move documents across workspaces and keep the statuses

    249 votes

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    35 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  7. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    41 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Looking forward to our conversation!

    Thanks, Alex

    Kaylen Nolen supported this idea  · 

  8. Pull data from custom HubSpot objects

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  9. Fields locking for other account's members / Lock field location by content locking

    14 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  10. Signer can re-assign some fields to other people

    29 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  11. Change the default screen for creating a document: Make My templates a default page when creating documents

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Kaylen Nolen shared this idea  · 

  12. Recipients can upload visible in a document images / files

    29 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Kaylen Nolen supported this idea  · 
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    Kaylen Nolen commented  · 

    With that, would like to see the ability to either upload or take the picture to be added to the document

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

    161 votes

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

  14. Alerts to Sender when Document is not Viewed/Signed

    31 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Kaylen Nolen supported this idea  · 
    An error occurred while saving the comment
    Kaylen Nolen commented  · 

    Would like to see the ability for senders to be CC'd on automatic reminders that are sent out to recipients, specifically.

  15. Advanced formatting for the fillable text field: text formatting in fields

    65 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Kaylen Nolen commented  · 

    Ability to outline the field and choose the color of the outline.

    Kaylen Nolen supported this idea  · 

  16. Add Chinese as a Language

    23 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (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!

    Kaylen Nolen supported this idea  · 

  17. Preview document before sending

    43 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

    Kaylen Nolen supported this idea  · 

  18. Add recipient's first name and last name while forwarding

    6 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  19. Allow recipient to download Word file of the document.

    8 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  20. Ability for recipient to circle text, like radio buttons (type of a field)

    5 votes

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