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58 results found

  1. Hubspot workflow

    48 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.

    Peter Nijssen supported this idea  · 

  2. Edit uploaded PDFs

    242 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Peter Nijssen supported this idea  · 

  3. Spellchecker: Spell Check in App like Grammarly

    262 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Peter Nijssen supported this idea  · 

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

    291 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Peter Nijssen supported this idea  · 

  5. Pricing Table calculations: Excel Formulas.

    602 votes

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    54 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Peter Nijssen supported this idea  · 

  6. Add up multiple pricing tables to create a summary table

    117 votes

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    13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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!

    Peter Nijssen supported this idea  · 

  7. Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)

    24 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Peter Nijssen supported this idea  · 

  8. Copying a document from the document page

    6 votes

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

  9. sent document - change document name without editing it

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Peter Nijssen supported this idea  · 

  10. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    39 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

    Peter Nijssen supported this idea  · 

  11. Move "Create Document" button in Hubspot Above the document list.

    19 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Peter Nijssen supported this idea  · 

  12. Link/unlink documents to/from Contacts and Company objects in Hubspot

    31 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Peter Nijssen supported this idea  · 

  13. Table of Contents Numbering recognize PDF Page Breaks

    19 votes

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

  14. multiple renewal reminders

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Peter Nijssen supported this idea  · 

  15. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    65 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Peter Nijssen supported this idea  · 

  16. Automations: attach PDF to HubSpot Contact and Company object

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Peter Nijssen supported this idea  · 

  17. Internal hints, notes within document instead of as comments or in line chat

    11 votes

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

  18. Internal notes or comments on a document/template

    12 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Peter Nijssen supported this idea  · 

  19. Accept Variables with Blank Value in Smart Content

    5 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Peter Nijssen supported this idea  · 

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

    26 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Peter Nijssen supported this idea  · 
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