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219 results found

  1. Hubspot workflow

    47 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, 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:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Anonymous supported this idea  · 

  2. Align Executed Signatures on Socuments

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Anonymous shared this idea  · 

  3. [Bulk Action] Update multiple catalog items (duplicate, rename, tags)

    36 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Anonymous supported this idea  · 

  4. Stop Quote Builder from Floating to the top when adding a Row

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Anonymous shared this idea  · 

  5. Round corners for blocks: Corner radius editing for content blocks (Rounded Edges for Text Block Borders)

    7 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Please allow there to be Rounded edges for the Text Block Borders. Thank you

  6. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    61 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    Hi there! 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  · 

  7. Recipients sign document prior to viewing documents

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Anonymous shared this idea  · 

  8. Import Contacts using CSV file directly to Pandadoc

    15 votes

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

  9. Data storage exclusively in Canada

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Anonymous supported this idea  · 

  10. Ability to invite users into multiple workspaces at once.

    21 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Anonymous supported this idea  · 

  11. Ability to change the font on radio buttons.

    5 votes

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

  12. Line Break (enter/return key) for Radio Button Text Align

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous shared this idea  · 

  13. Move Delete Button on Completed Documents

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  14. Change Passcode Digits to 4

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  15. Ability to add or attach a document / attachment to a completed document

    19 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Anonymous commented  · 

    We would like to save copy of the customer PO, shipping info, etc so that PandaDoc is repository of the records for the quote/sale.

  16. Find and Replace All feature within a document / template

    169 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  17. Quickbooks Desktop

    77 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, 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.

    Anonymous supported this idea  · 

  18. Approve document in mobile app - Editor 2

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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  19. Smart content based on the products selected / used in the document

    33 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    On roadmap  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for taking the time to leave your request. Currently, this is not available, but the good news is that we have already started working on this 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 when it is live. Stay tuned!

    Anonymous supported this idea  · 

  20. Electronic Document Seal

    5 votes

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