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335 results found

  1. Merge rules for Line Items populated from Hubspot

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  2. Option for deleting multiple pages in a document or template

    69 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  3. Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Rachele Galang Ong shared this idea  · 

  4. Save ACH payment details for future payments

    29 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  5. When global settings are changed, have it also apply to existing documents and templates.

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  6. Auto-update all documents and templates when a default theme in a workspace is changed.

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  7. Option to use custom variable/variable on pricing table

    18 votes

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    3 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  8. Permissions for specific documents: Private documents (Password protect documents internally)

    183 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  9. Zoho PandaDoc Documents Section

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  10. Access content library from Cover Page

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

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

    36 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    Rachele Galang Ong supported this idea  · 

  12. Dropdown Field w/Fill-In option

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  13. Form-Secondary-Recipient's Email Notification

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  14. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    101 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  15. Option for recipient to Approve or Decline the document from the email they receive

    9 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  16. Allow for delivery delay of forms

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  17. Option to generate one document link for all recipients

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  18. Monday.com formula columns

    45 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  19. Pull data from Monday.com to PandaDoc pricing table

    14 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  20. 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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    Rachele Galang Ong supported this idea  · 
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