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6 results found

  1. Link document multiple objects in CRM (Hubspot, Pipedrive, etc)

    19 votes
    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Dylan Wilkinson supported this idea  · 

  2. Shared templates are added to the "All templates" folder

    9 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Dylan Wilkinson supported this idea  · 

  3. More connection between workspaces: Design options, themes, settings shared between workspaces

    51 votes
    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    After careful consideration and further analysis of this idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Dylan Wilkinson supported this idea  · 

  4. categorize shared templates

    2 votes
    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Dylan Wilkinson supported this idea  · 

  5. CPQ calculations: Excel Formulas.

    669 votes
    67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Dylan Wilkinson supported this idea  · 

  6. Conditional Logic set up in Pricing tables

    225 votes
    13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Dylan Wilkinson supported this idea  ·