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8 results found

  1. Delete Timeline from Dashboard

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Anonymous supported this idea  · 

  2. Set Variable formatting passed from CRM (commas in variables)

    132 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    Anonymous supported this idea  · 

  3. Move documents across workspaces and keep the statuses

    260 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Anonymous commented  · 

    Ability to transfer documents from one workspace to another workspace

    Anonymous supported this idea  · 

  4. Schedule Sending documents

    292 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Early Access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi,

    Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.

    We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.

    To learn more about how it works, check out our Help Center article.

    Thank you for voting for this idea – your feedback is what got it built.

    Igor, Product team @ PandaDoc

    Anonymous supported this idea  · 

  5. HubSpot: Preserve formatting when syncing rich text fields

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Anonymous commented  · 

    pulling rich text field from Hubspot to PandaDoc

  6. Edit uploaded PDFs

    304 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous commented  · 

    make a pdf editable aside from manually typing it

    Anonymous supported this idea  · 

  7. Set pricing table currency upon document creation via API

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    Anonymous shared this idea  · 

  8. Approval Workflow auto-reminders

    27 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Anonymous supported this idea  ·