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76 results found

  1. Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)

    18 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Patricia Nepomuceno supported this idea  · 

  2. Schedule Sending documents

    291 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the 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.

    Patricia Nepomuceno supported this idea  · 

  3. Webhook History within the document itself

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Patricia Nepomuceno supported this idea  · 

  4. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    79 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Patricia Nepomuceno supported this idea  · 

  5. Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it

    12 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Patricia Nepomuceno supported this idea  · 

  6. Salesforce Mobile App Capability

    44 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Patricia Nepomuceno supported this idea  · 

  7. Contract Repository: Fill in data field values for templates/documents in bulk.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Patricia Nepomuceno shared this idea  · 

  8. Notification when Salesforce package updates are available

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Patricia Nepomuceno supported this idea  · 

  9. Variables contain formulas: Excel formulas

    95 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Patricia Nepomuceno supported this idea  · 

  10. Variable Calculations: Basic Mathematical Operations

    66 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Patricia Nepomuceno supported this idea  · 

  11. Archive documents

    59 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Patricia Nepomuceno supported this idea  · 

  12. Pass specific currency formatting to PandaDoc

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Patricia Nepomuceno supported this idea  · 

  13. Room: bundle templates

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Patricia Nepomuceno shared this idea  · 

  14. Sign a document twice (or multiple times) with different dates on it

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Patricia Nepomuceno supported this idea  · 

  15. Add link/button redirect to different page within the document

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Patricia Nepomuceno commented  · 

    An option to generate a link for different sections/pages of a document.

    Patricia Nepomuceno supported this idea  · 

  16. Send more than 10 documents in a bundle

    65 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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.

    Patricia Nepomuceno supported this idea  · 
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