Settings and activity

23 results found

1. Saving the order of the items when syncing the pricing table from a HubSpot=

   14 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Configure pricing blocks

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   Nani Ancheta commented  ·  Nov 5, 2020  ·  Edit…  ·  Delete…

   In a PandaDoc pricing table, to be able to pass the Products list order as from the one in HubSpot.

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2. Edit / customize text in all email notifications including Completion or Signed Email Message

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   257 votes

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   39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Nani Ancheta supported this idea  ·  Sep 26, 2020

3. More Robust Analytics Reporting

   21 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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   Nani Ancheta commented  ·  Jul 2, 2020  ·  Edit…  ·  Delete…

   automated report on status of pandadoc, how many viewed, declined pending etc. Those declined with remarks as to why its declined

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