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  1. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    65 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not Planned  ·  Katie Hudson 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!

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    Jaynna Ellis Dela Llana commented  · 

    The downloaded specific form fills by CSV, would like the partner ID form SFDC to be included within that.

    Jaynna Ellis Dela Llana supported this idea  · 

  2. Option to Not make a recipient as signer when assigned to a field

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jaynna Ellis Dela Llana commented  · 

    Can make a recipient signer even without content fields.

  3. Have the conditional fields logic stay with a shared template from another workspace.

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Jaynna Ellis Dela Llana commented  · 

    Please preserve the conditional fields in the template. What happens is when a template is bundled with other documents the template loses the set conditional fields.

    Jaynna Ellis Dela Llana supported this idea  · 

  4. Detailed reporting: Date Filter, Content Library, Upcoming Renewals

    30 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

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    Jaynna Ellis Dela Llana commented  · 

    Please include the email address, name, and all the variables in the document be available in reporting.

  5. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    171 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jaynna Ellis Dela Llana commented  · 

    Do not want to split the document into multiple parts due to automatic page breaks.

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