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352 results found

  1. Upload a spreadsheet and convert into a table in a quote

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  2. Auto-populate variables by uploading a spreadsheet (CSV)

    7 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  · 

  3. Being able to extract existing graphics from the Reporting feature

    5 votes

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

  4. Automatic document forwarding to another PandaDoc user when initial user is on vacation

    8 votes

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

  5. Attachment documents mentioned on the Signature Certificate

    4 votes

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

  6. 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

    Rachele Galang Ong supported this idea  · 

  7. Ability to remove Document Reference (Document-Ref) and page numbering

    58 votes

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

  8. Ability to choose where to place signature certificate on a printed document

    9 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  9. Auto-place PDF form fields - select only specific form fields to populate in the uploaded PDF in PandaDoc

    2 votes

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

  10. Allow negative $ amounts in a catalog item (ex. a flat military/first responder/teacher discount)

    10 votes

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

  11. Global setting: turn off notifications of manual status change

    9 votes

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

  12. Automatically change created document title from completed form to include the field

    3 votes

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

  13. Limit access to Template/Documents regardless of license type

    7 votes

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

  14. Disable CAPTCHA (verification) for Forms

    50 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.

    At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.

    However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.

    If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.

    Rachele Galang Ong supported this idea  · 

  15. Variables in title with Forms

    31 votes

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

  16. Folder Lock/Hide Option

    11 votes

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

  17. Export metadata of a document

    7 votes

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

  18. Mass export variables

    19 votes

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

  19. Ability to delete columns in the pricing table if any of the columns is restricted.

    8 votes

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

  20. Calculated Variables in Pricing tables

    86 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    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 those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

    Rachele Galang Ong supported this idea  · 
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