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  1. 30 votes

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    Rachele Galang Ong supported this idea  · 
  2. 5 votes

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    Rachele Galang Ong supported this idea  · 
  3. 7 votes

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    Rachele Galang Ong commented  · 

    As per client: "We are using PandaDoc as a HubSpot integration. How do we get all emails that are sent to the customer to show up in the HubSpot deal that the proposal was sent from?"

    Rachele Galang Ong supported this idea  · 
  4. 122 votes

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    Rachele Galang Ong supported this idea  · 
  5. 61 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!

    Rachele Galang Ong supported this idea  · 
  6. 131 votes

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    Rachele Galang Ong supported this idea  · 
  7. 9 votes

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    Rachele Galang Ong supported this idea  · 
  8. 6 votes

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    Rachele Galang Ong supported this idea  · 
  9. 10 votes

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    Rachele Galang Ong supported this idea  · 
  10. 196 votes

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    Rachele Galang Ong supported this idea  · 
  11. 5 votes

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    Rachele Galang Ong commented  · 

    As per the client: "It seems that PandaDoc docs could be linked only to Salesforce Opportunity: it could be more useful to link docs to their Quote. Is it possible? For now, I have to create the PDF file in PandaDoc and then upload it as Related file. It’s a manual process, er prefer an automatic or a guided one.

    Rachele Galang Ong supported this idea  · 
  12. 2 votes

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    Rachele Galang Ong commented  · 

    As per the client: "We're a customer of a SaaS GRC product named Drata. Similar to Vanta, Drata is a quickly growing competitor in this space. GRC platforms like this are becoming more and more common because they automate and enhance continuous control monitoring and evidence collection associated with many security frameworks. Both Drata and PandaDoc appear to be very mature in their API capabilities. An integration with Drata will allow us to accelerate our sales cycle by enabling our customers to self-serve NDAs in our Trust Center so they can access our protected security certification and attestations, for example SOC 2 reports. Your competitor already has their integration completed. Please let me know if this is something you would consider adding to your roadmap. "

    Rachele Galang Ong shared this idea  · 
  13. 13 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!

    Rachele Galang Ong supported this idea  · 
  14. 31 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!

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    Rachele Galang Ong commented  · 

    The ability to do more text editing in saved messages would be greatly appreciated. Basically the standard formatting you can do in Outlook with bold/italics, maybe font color, adding hyperlinks, etc.

    Rachele Galang Ong supported this idea  · 
  15. 302 votes

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    Rachele Galang Ong supported this idea  · 
  16. 13 votes

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    Rachele Galang Ong supported this idea  · 
  17. 31 votes

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    Rachele Galang Ong supported this idea  · 
  18. 39 votes

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    Idea  ·  Lindsey Schocke responded

    While we don't have a way to directly fax a PandaDoc, we now offer PandaDoc Online Fax! You can send 20 pages from your computer for free. Currently, you can digitally fax documents from anywhere in the world, and receive digital faxes in the US and Canada.

    https://www.pandadoc.com/online-fax/

    Rachele Galang Ong supported this idea  · 
  19. 3 votes

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    Rachele Galang Ong supported this idea  · 
  20. 13 votes

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    Rachele Galang Ong commented  · 

    As per the client: " I want to see in my completed tab the expiry date (which I want to reset) - is that possible?"

    Rachele Galang Ong supported this idea  ·