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13 results found

  1. Export User List in CSV: download users of the PandaDoc account in one file

    36 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  2. PandaDoc incoming email which accepts documents from clients to be stored in PandaDoc

    1 vote

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Reinhard commented  · 

    We are working in a very traditional B2B business segment. Very often our customers either
    - print the PandaDoc document (instead of signing it online), sign it on paper and send the scan back
    OR
    - send us a purchase request generated by their SRM tool

    In both cases, we want to store this document in PandaDoc, as we use your tool for all legal documents.

    The customers are sending an answer to your system mail address <docs@email.pandadoc.net>

    Reinhard supported this idea  · 

  3. upload document from email to pandadoc

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  4. Permissions for specific documents: Private documents (Password protect documents internally)

    183 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  5. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    64 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  6. An option to use a custom fields with data merge in Hubspot

    19 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Reinhard supported this idea  · 

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

    28 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Reinhard supported this idea  · 

  8. Hubspot workflow

    51 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  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.

    Reinhard supported this idea  · 

  9. Having separate repository and folders within Image Library

    188 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not Planned  ·  Molly Abrams 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!

    Reinhard supported this idea  · 

  10. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    323 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Reinhard supported this idea  · 

  11. Edit uploaded PDFs

    269 votes

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

  12. Spellchecker: Spell Check in App like Grammarly

    292 votes

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

  13. Reminder customization: Customize the text in reminder message

    354 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Reinhard supported this idea  ·