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10 results found

  1. Customize information passed to QuickBooks

    17 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Bryan DeSilva supported this idea  · 

  2. Quickbooks Integration: 2 Way Sync

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Bryan DeSilva supported this idea  · 

  3. Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed

    13 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Bryan DeSilva supported this idea  · 

  4. Transfer the ownership of the template

    23 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  5. [Bulk Action] Update multiple catalog items (duplicate, rename, tags)

    38 votes

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

    An error occurred while saving the comment
    Bryan DeSilva commented  · 

    The use case starts with "I have a lot of pricing options in my pricing catalog." I need to copy the entire folder and paste them into another folder so I can make $$ changes only for a different Client type/Partners.

  6. Option to have Send Document EmailL content to be in the Hubspot activity

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  7. Option to add folder in the Inbox: move Inbox documents into folders

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  8. Add a search bar for the Inbox

    16 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  9. Automatically replace the content of a document with the file attached via manual "Change status" window

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  10. Add Collaborators on Templates like documents

    45 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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!

    Bryan DeSilva shared this idea  ·