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12 results found

  1. Integration with Acumatica

    19 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) supported this idea  · 

  2. google docs redlining/ Contract negotiation using google docs

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) supported this idea  · 

  3. Smart Content with "OR" conditional rule, when using variables

    19 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) supported this idea  · 

  4. Remove users via SSO

    7 votes

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

  5. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    67 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminMolly Abrams (Admin, 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!

    An error occurred while saving the comment
    AdminJenna Tinney (Admin, PandaDoc) commented  · 

    Have users be forced to rename the document when you are creating from the template instead of just taking the template name. If you forget to rename it is hard to then find the doc

    AdminJenna Tinney (Admin, PandaDoc) supported this idea  · 

  6. [French localization] Translate subject in the emails

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) supported this idea  · 

  7. Redirect recipient to a custom URL upon completion

    355 votes

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    46 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) supported this idea  · 

  8. support Google Drive or MS OneDrive videos

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) shared this idea  · 

  9. See the number of downloaded documents

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) commented  · 

    Have a way on the dashboard or somehow labeled on the document list to indicate if that specific document had been downloaded.

  10. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    91 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not planned  ·  AdminMolly Abrams (Admin, 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!

    An error occurred while saving the comment
    AdminJenna Tinney (Admin, PandaDoc) commented  · 

    few requests for custom fields for contacts (example; a client number or something they’d like to use in a token on a doc).

  11. Word (docx) Import improvements

    135 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi!

    We have made significant improvements in the docx import and export experience in 2021 and 2022, but aren't currently planning on additional features or improvements in this area 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!

    An error occurred while saving the comment
    AdminJenna Tinney (Admin, PandaDoc) commented  · 

    Improve docx export so that fonts are closer to what they should be, no page numbers on the cover page, closer design/formatting from original, linked table of contents, etc.

  12. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    214 votes

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    In development  ·  32 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) commented  · 

    Be able to assign a signature field to a group of people

    AdminJenna Tinney (Admin, PandaDoc) shared this idea  ·