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28 results found

  1. Pass checkbox fields from Pipedrive into PandaDoc

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Laura Carr Cole commented  · 

    This is absolutely critical for me but through Salesforce and not just Pipedrive.

    Laura Carr Cole supported this idea  · 

  2. [Checkbox field] A cross "x" rather than a tick in Checkbox

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Laura Carr Cole supported this idea  · 

  3. attach a pdf to saved messages automatically

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Laura Carr Cole supported this idea  · 

  4. Default Saved Message: automatically choose a saved message for a document

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Laura Carr Cole supported this idea  · 

  5. Tokens/Variables in saved messages / email body or subject

    153 votes

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    On roadmap  ·  27 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Laura Carr Cole supported this idea  · 

  6. Set a Saved Message on the template level

    33 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, 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!

    Laura Carr Cole supported this idea  · 

  7. Add attachments to email messages

    10 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Laura Carr Cole supported this idea  · 

  8. An ability to create email signatures

    60 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, 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!

    Laura Carr Cole supported this idea  · 
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