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38 results found

  1. Audit Trail - add more events

    29 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) commented  · 

    Improve audit log or activity log by showing if draft status documents are downloaded as pdf or docx

    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  2. automation improvement change draft status to sent

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) shared this idea  · 

  3. Remove arrow image in forward button from email notifications

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  4. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  5. Remove company logo image from email notifications

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  6. Require Attach a file when manually completing documents

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) shared this idea  · 

  7. Keep template source for duplicated documents

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) shared this idea  · 

  8. Manually completed document audit

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  9. Ability to filter by team in the Admin view of the Dashboard

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  10. Salesforce, link PandaDocs to a custom Salesforce object

    33 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Looking forward to our conversation!

    Thanks, Alex

    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  11. Change account timezone within the system

    93 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  12. sync Document.Value with the Amount field in Salesforce

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  13. Hubspot 2 Way Sync: Create a new contact and company in HubSpot from PandaDoc recipients

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  14. Adjust content size added from Canva

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  15. Custom role ability to create automations

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  16. Hubspot automation improvement

    7 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) commented  · 

    When using the "Update, add, and remove line items in HubSpot whenever a document status changes" automation, the products added at the document level in PandaDoc are not created in HubSpot products, and there is no easy way to add them to HubSpot’s product list.

    AdminLiezl C (Admin, PandaDoc) shared this idea  · 

  17. [Bulk Action] Apply Automation to All Templates at once

    8 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  18. Reminder customization: Customize the text in reminder message

    369 votes

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    36 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  19. Copy Smart content Templates between workspace

    32 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  20. Use Smart content with shared content library items

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  · 
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