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8 results found

  1. Ability to turn off specific notification emails sent to recipients.

    118 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  2. RESCO CRM

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Artyom Voronetskiy supported this idea  · 

  3. Monday.com formula columns

    45 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Artyom Voronetskiy supported this idea  · 

  4. BankID

    20 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Artyom Voronetskiy supported this idea  · 

  5. Save CC details via payment app

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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  6. Permissions for specific documents: Private documents (Password protect documents internally)

    185 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Artyom Voronetskiy supported this idea  · 

  7. Select a template automatically salesforce

    15 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  8. Set Variable formatting passed from CRM (commas in variables)

    123 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

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    Artyom Voronetskiy commented  · 

    Lost a 10-user (5k) deal due to this issue

    Artyom Voronetskiy supported this idea  ·