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30 results found

  1. 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  · 

  2. Salesforce, link PandaDocs to a custom Salesforce object

    32 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  · 

  3. Change account timezone within the system

    92 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  · 

  4. 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  · 

  5. 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  · 

  6. 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  · 

  7. Custom role ability to create automations

    4 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  · 

  8. Hubspot automation improvement

    7 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    An error occurred while saving the comment
    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  · 

  9. [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  · 

  10. Reminder customization: Customize the text in reminder message

    366 votes

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    36 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  11. 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  · 

  12. 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  · 

  13. Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)

    28 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  14. attach bundle documents as a single file upon completion

    14 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  · 

  15. Salesforce: merge multiple tokens into one field

    2 votes

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

  16. Upload multiple files in a single collect files field

    39 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  17. Field tags - 'Autofill with Signing Date'

    14 votes

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

  18. Apply pricing table number of decimals to calculations also

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  · 

  19. Duplicate document within PandaDoc panel/widget in Salesforce

    4 votes

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

  20. Restore Deleted Contacts / Contacts list version history.

    16 votes

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