Settings and activity

26 results found

1. Option to disable notification to recipients after document got completed

   21 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
   Olga Pyrko supported this idea  ·  Jan 30, 2024

2. Customize/select/personalize email messages for multiple recipient/signers

   41 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   Olga Pyrko supported this idea  ·  Jan 23, 2024

3. Conditional approval workflow based on variables

   43 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   Olga Pyrko supported this idea  ·  Sep 22, 2023

4. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

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   355 votes

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   49 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Working with numbered lists

   Olga Pyrko supported this idea  ·  Sep 11, 2023

5. Auto-reminders: customize the text in reminder message

   344 votes

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   40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   Olga Pyrko supported this idea  ·  Sep 11, 2023

6. Witness Signatures: Sign with a witness feature

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   83 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   Olga Pyrko supported this idea  ·  Sep 11, 2023

7. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

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   121 votes

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   31 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Not Planned  ·  Katie Hudson responded

   Hi there. Thank you for submitting this idea! 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!

   Olga Pyrko supported this idea  ·  Sep 7, 2023

8. Salesforce true 2 way sync

   140 votes

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   27 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi,

   We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:

   • Update Salesforce opportunity status whenever a document’s status is updated
   • Update Opportunity Products when PandaDoc pricing table or quote builder is updated
   • Update a document with field values from Salesforce after the document has been created
   • Control Update Opportunity Products trigger by status
   • Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
   • Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
   • Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
   • improved the Import from CRM functionality: you can import updates to all line item fields (custom and default) to the Pricing table and Quote builder. You can also import added and removed line items.

   Here's an article you can follow to stay updated on further improvements to our Salesforce Lightning Integration - Salesforce Integration Changelog.

   Hi,

   We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:

   • Update Salesforce opportunity status whenever a document’s status is updated
   • Update Opportunity Products when PandaDoc pricing table or quote builder is updated
   • Update a document with field values from Salesforce after the document has been created
   • Control Update Opportunity Products trigger by status
   • Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
   • Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
   • Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
   • improved the Import from… more
   Olga Pyrko supported this idea  ·  Apr 5, 2023

9. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

   171 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   Olga Pyrko supported this idea  ·  Mar 16, 2023

10. End users can not re-start a form if there’s an existing open document for that form.

    49 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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!

    Olga Pyrko supported this idea  ·  Feb 3, 2023

11. [HubSpot] Import from CRM: add new products to the pricing table after document creation

    32 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Update a document with values from HubSpot

    Olga Pyrko supported this idea  ·  Dec 20, 2022

12. [Word Import] Import complex MS Word features such as SmartArt to maintain the integrity of the original documents.

    195 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

13. Automated tools within PandaDoc that eliminate text copying to Notepad for fixing common formatting issues.

    197 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    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!

14. [Word Import] Headers and footers are consistently retained without alteration when importing documents from MS Word to PandaDoc.

    198 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    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!

15. [Word Import] Import numbered and bullet lists from MS Word documents

    192 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
    Working with numbered lists

16. [Word Import] Correct issues with the improper paragraph after MS Word documents have been imported into PandaDoc.

    197 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

17. [Word Import]: When MS Word documents are uploaded to PandaDoc, the page size mirrors the original document settings.

    243 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    Olga Pyrko supported this idea  ·  Oct 23, 2022

18. CPQ calculations: Excel Formulas.

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    677 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Solution Exists  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote rules
    • Formulas
    • Rules

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Olga Pyrko supported this idea  ·  Nov 4, 2022

19. Conditional Logic set up in Pricing tables

    228 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • Quote Builder rules
    • Formulas
    • Rules
    • Lookup Tables

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Olga Pyrko supported this idea  ·  Nov 4, 2022

20. Add up multiple pricing tables to create a summary table

    133 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Quote Builder

    - Quote data fields

    - Quote rules

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Olga Pyrko supported this idea  ·  Nov 4, 2022