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6 results found

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

    134 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  2. Monday.com formula columns

    50 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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, 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.

    Artyom Voronetskiy supported this idea  · 

  3. Save CC details via payment app

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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  4. Permissions for specific documents: Private documents (Password protect documents internally)

    201 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Artyom Voronetskiy supported this idea  · 

  5. Select a template automatically salesforce

    21 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  6. Set Variable formatting passed from CRM (commas in variables)

    130 votes

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    16 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  ·