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6 results found

  1. Update Hubspot Property with Document Sequence number when completed

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  2. Notifications for non-document participants (non senders)

    89 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    An error occurred while saving the comment
    Tom Sedgwick from Solaray Energy commented  · 

    Hopefully, by being the 45th person to request this since 2020, it becomes a feature.

    Tom Sedgwick from Solaray Energy supported this idea  · 

  3. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    58 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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  4. choose specific time of day for document expiration

    112 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Tom Sedgwick from Solaray Energy commented  · 

    It just doesn't work for us having documents expire at random times during the day. Templates need to be able to be set to expire at a certain date and time according to the correct time zone.

    Tom Sedgwick from Solaray Energy supported this idea  · 

  5. Pricing Table (Quote Builder): Input negative quantity / value.

    45 votes

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    Solution Exists  ·  10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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  6. See how long people spend looking at each page of a template, at the template level

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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