Settings and activity

19 results found

1. Route CRM generated documents into PandaDoc folders

   8 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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2. Add Graphs/Charts functionality

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   32 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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3. The ability to transfer the description part of the Pipedrive catalog directly

   2 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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4. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

   79 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Not planned  ·  Molly Abrams 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!

5. CRM Product fields are passed over tokens/variables

   21 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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6. Control reminders for docs created from Pipedrive deals

   4 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. Sequence number visible in Pipedrive integration document list

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Pass product description from Pipedrive to PandaDoc pricing table

   32 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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9. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products

   5 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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10. Two way sync with Pipedrive

    36 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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11. Pandadoc document value in Pipedrive panel

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    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Daniel Osafo shared this idea  ·  Jul 28, 2022

12. More documents in Pipedrive document panel

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

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

    25 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Daniel Osafo supported this idea  ·  Jul 12, 2021

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

    71 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (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!

    Daniel Osafo supported this idea  ·  Jul 12, 2021

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

    227 votes

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    36 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (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.
    
    Don’t hesitate to reach out if you have any other ideas.

    Daniel Osafo supported this idea  ·  Jul 12, 2021

16. Reminder customization: Customize the text in reminder message

    328 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Daniel Osafo supported this idea  ·  Jul 12, 2021

17. Localization: Page numbering in another language

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Delete…  ·  Admin →
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    Daniel Osafo supported this idea  ·  Jul 12, 2021

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

    117 votes

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    13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (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!

    Daniel Osafo supported this idea  ·  Jul 12, 2021

19. Zapier keeps formatting of a pricing table description

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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