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58 results found

  1. Automatically change document status if opportunity is closed.

    18 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  2. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    140 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  3. create library items via api

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) shared this idea  · 

  4. Quickbooks ACH

    131 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  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!

    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  5. Pull PD analytics back to HubSpot

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  6. ability to pass more than one Salesforce related list into pricing table

    2 votes

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

  7. Bulk Send from CRM

    26 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  8. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    62 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  · 

    list recipient in signing order multiple times to sign before and after another recipients

  9. Ability to set Default Role when Inviting new Users

    10 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  · 

    allow 'read-only' to be role option when inviting users

  10. Card Details field for Authorize.net

    15 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  · 

    EV2 Pull over all customer info (contact details) into Autorize.net

  11. Improve PDF Processing Errors

    8 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  · 

    descriptive error messages in API when pricing table fails to populate due to incorrect json. ideally something like "Cannot find pricing table with that name"

    use case: incorrect Pricing table name in the json so the service did not know where to put the data

  12. Protected PDF's from API download

    2 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  · 

    custom role to apply to API to restrict downloading of docs via API

  13. Tokens/Variables in saved messages / email body or subject

    204 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Automations  ·  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 of the idea, 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.

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    AdminMike Turke (Admin, PandaDoc) commented  · 

    use variables in saved messages

  14. Company Stamp Function

    26 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  · 

    stamp tool for documents in ev2

  15. Signer can re-assign some fields to other people

    29 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  · 

    allow signature forwarding to work with some fields and not all

  16. [Comments] Ability for recipients to send private comments

    2 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  · 

    send private messages to specific recipients

  17. Spellchecker: Spell Check in App like Grammarly

    315 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  · 

    use of Grammarly in the editor

  18. Set optional items as required in pricing table (Assign a pricing table to recipient)

    71 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  · 

    to give recipients option to select pricing table option but one must be picked

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