Settings and activity

32 results found

1. Change the default reply-to email address

   30 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Anonymous supported this idea  ·  Jan 17, 2024

2. Restrict variable editing

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   16 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Lindsey Schocke responded
   Anonymous supported this idea  ·  Jan 12, 2024

3. [Quote Builder] Format columns like Pricing table

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   21 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Released  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   [Hyperlink]

   Anonymous supported this idea  ·  Dec 21, 2023

4. Custom role ability to create automations

   7 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Anonymous shared this idea  ·  Dec 19, 2023

5. to disable adding the emails that have been added in CC to the HubSpot contacts

   15 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   An error occurred while saving the comment
   Anonymous commented  ·  Dec 4, 2023  ·  Delete…

   My customer would like to disable having internal contacts from being created in Hubspot when they are cc'd in a document.

   Save Submitting...
   Anonymous supported this idea  ·  Dec 4, 2023

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

   80 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Anonymous supported this idea  ·  Nov 27, 2023

7. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

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   144 votes

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   34 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   Not Planned  ·  Valeryia Baranava responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   Anonymous supported this idea  ·  Nov 24, 2023

8. Smart Content with "OR" conditional rule, when using variables

   37 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
   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 supported this idea  ·  Aug 7, 2023

9. Send the document automatically after approval

   107 votes

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   19 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

   This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

   We appreciate your understanding.

   Anonymous supported this idea  ·  Aug 7, 2023

10. Edit / customize text in all email notifications including Completion or Signed Email Message

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    260 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Anonymous supported this idea  ·  Aug 4, 2023

11. Forms notification: Ability to configure Form notification emails / Turn off or Customize Form submitted email

    56 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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 supported this idea  ·  Jun 12, 2023

12. Witness Signatures: Sign with a witness feature

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    83 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Anonymous supported this idea  ·  May 29, 2023

13. Merge vertical cells in Pricing table

    63 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Anonymous supported this idea  ·  May 26, 2023

14. Change Document Status Within the Document

    70 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Anonymous supported this idea  ·  May 25, 2023

15. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    172 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Anonymous supported this idea  ·  May 23, 2023

16. Spellchecker: Spell Check in App like Grammarly

    347 votes

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    42 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Anonymous supported this idea  ·  May 16, 2023

17. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

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    355 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Working with numbered lists

    Anonymous supported this idea  ·  May 12, 2023

18. [Quote Builder]: 2 way sync with Salesforce

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

    https://www.loom.com/share/00953592658741269cbad6be60a4c121?sid=68a1361f-adaf-4fdd-8204-9d19bb8655c8

    Anonymous supported this idea  ·  Apr 5, 2023

19. Salesforce true 2 way sync

    140 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:

    • Update Salesforce opportunity status whenever a document’s status is updated
    • Update Opportunity Products when PandaDoc pricing table or quote builder is updated
    • Update a document with field values from Salesforce after the document has been created
    • Control Update Opportunity Products trigger by status
    • Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
    • Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
    • Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
    • improved the Import from CRM functionality: you can import updates to all line item fields (custom and default) to the Pricing table and Quote builder. You can also import added and removed line items.

    Here's an article you can follow to stay updated on further improvements to our Salesforce Lightning Integration - Salesforce Integration Changelog.

    Hi,

    We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:

    • Update Salesforce opportunity status whenever a document’s status is updated
    • Update Opportunity Products when PandaDoc pricing table or quote builder is updated
    • Update a document with field values from Salesforce after the document has been created
    • Control Update Opportunity Products trigger by status
    • Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
    • Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
    • Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
    • improved the Import from… more
    Anonymous supported this idea  ·  Apr 5, 2023

20. Automatically download the attachments when opening the files added to collect files field

    71 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Anonymous supported this idea  ·  Mar 17, 2023