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11 results found

  1. Lock recipient selection in Multiple-item/Multiple-section selection mode

    2 votes

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

  2. Link/unlink documents to/from Contacts and Company objects in Hubspot

    49 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  3. Document sequence: include dynamic months and years

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

  4. Edit a sent document and save without resending

    107 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Released  ·  Katie Hudson responded

    Hi there! 

    Thank you so much for reaching out and sharing your idea. There is already a way to reach the same result. What you would need to do is edit the document and then share via link to avoid re-sending emails. All original recipient links should still be available to all recipients if no one has signed the document. However, if someone has signed already, PandaDoc clears the signatures as it would be illegal to modify the content without resetting the signature. We hope this work around helps you!

  5. Download Chat / Private Message transcript

    18 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

  6. Disable the option to edit a completed document

    32 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

  7. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    51 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →

  8. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    60 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →

  9. Option to define the template which document was created from

    68 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →

  10. Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.

    23 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →

  11. See changes made to a document/template in version history

    26 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →