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13 results found

  1. Add the chat feature back in the new editor

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Anonymous shared this idea  · 

  2. Subtotal *without* line item discounts total & the subtotal without discount

    34 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

    Anonymous supported this idea  · 

  3. ACH payments for Australia accounts in AUD

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Anonymous supported this idea  · 

  4. Ability to pull contact tokens from Hubspot deal

    57 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

    Anonymous supported this idea  · 

  5. to disable adding the emails that have been added in CC to the HubSpot contacts

    13 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Anonymous supported this idea  · 

  6. Quickbooks Enterprise Desktop Support

    3 votes

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

  7. Ability to map Salesforce opportunity fileds with pricing table footer

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Anonymous shared this idea  · 

  8. Option to switch off "User joined workspace" notification for Admin users

    22 votes

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

  9. 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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    Anonymous supported this idea  · 

  10. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    65 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Anonymous supported this idea  · 

  11. Reminders set in hours

    10 votes

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

  12. Ability to include CRM variables into reports

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Anonymous supported this idea  · 
    Anonymous shared this idea  · 

  13. customized responses on declined documents/forms

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Anonymous supported this idea  ·