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322 results found

  1. Smart Content to work with uploaded pages

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    The customer would like to use SC with uploaded PDFs so that a part of a PDF can be hidden or unhidden with the conditional logic

  2. Hide unchecked line items within the pricing table if they're not selected. Show only selected ones by Recipient

    4 votes

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

  3. Increase branding logo resolution on automated emails from PandaDoc

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Anonymous supported this idea  · 

  4. drag content blocks between pages easily

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  5. Payments: Calculate the document value from all documents in a bundle automatically

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Anonymous supported this idea  · 

  6. Rooms for Salesforce

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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  7. Pricing Table - edit formatting of one cell with single click and highlight multiple cells to bulk change

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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  8. Add variables to the Room

    20 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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  · 

  9. Send more than 10 documents in a bundle

    62 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not Planned  ·  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 this scenario 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  · 

  10. Ability to have a different variable date format on each template

    2 votes

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

  11. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    39 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Looking forward to our conversation!

    Thanks, Alex

    Anonymous supported this idea  · 

  12. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    127 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  13. conditional rule for text field

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  14. Set (all) Field Defaults by Workspace

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  15. delete a workspace or archive a workspace

    49 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (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!

    Anonymous supported this idea  · 

  16. link products in the catalogue to existing products in Stripe

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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  17. Option to have in-person signing only

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  18. Request for Consistent Formatting of Word Docx and Google Docx Uploads

    18 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  19. [ARCHIVE] Creatr documets from GDocs in SFDC

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  20. Auto-populate name in the email based on Hubspot contacts

    2 votes

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