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19 results found

  1. Route CRM generated documents into PandaDoc folders

    8 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    How important is this to you?

  2. Add Graphs/Charts functionality

    35 votes
    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  3. The ability to transfer the description part of the Pipedrive catalog directly

    2 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?

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

    86 votes
    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?

  5. CRM Product fields are passed over tokens/variables

    22 votes
    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?

  6. Control reminders for docs created from Pipedrive deals

    4 votes
    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    How important is this to you?

  7. Sequence number visible in Pipedrive integration document list

    5 votes
    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?

  8. Pass product description from Pipedrive to PandaDoc pricing table

    32 votes
    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?
    Being Evaluated  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi 👋,

    I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.


    I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.


    We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.


    Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6


    Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.


    Thanks so much, Alex

    Product Manager – Integration Ecosystem

    PandaDoc

  9. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products

    6 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?

  10. Two way sync with Pipedrive

    46 votes
    7 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?
    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.


    Here’s what we are building:


    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.


    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.


    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.


    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.


    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.


    Timeline Preview: Expect to see these functionalities rolled out in Q2.…

  11. Pandadoc document value in Pipedrive panel

    1 vote
    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?
    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.


    Here’s what we are building:


    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.


    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.


    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.


    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.


    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.


    Timeline Preview: Expect to see these functionalities rolled out in Q2.…

    Daniel Osafo shared this idea  · 

  12. More documents in Pipedrive document panel

    2 votes
    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?

  13. Change title [PandaDoc] Signed copy of "..." to a custom text.

    25 votes
    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    How important is this to you?
    Daniel Osafo supported this idea  · 

  14. Signature Certificate: Hide or Remove Information from signature certificate

    87 votes
    14 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
    How important is this to you?
    Daniel Osafo supported this idea  · 

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

    250 votes
    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?
    Daniel Osafo supported this idea  · 

  16. Reminder customization: Customize the text in reminder message

    364 votes
    36 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?
    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!

    Daniel Osafo supported this idea  · 

  17. Localization: Page numbering in another language

    9 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
    How important is this to you?
    Daniel Osafo supported this idea  · 

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

    127 votes
    13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
    Daniel Osafo supported this idea  · 

  19. Zapier keeps formatting of a pricing table description

    2 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?