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15 results found

  1. Schedule Sending documents

    268 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, 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!

    Peter Parker supported this idea  · 

  2. Pre-sign template (or a Form): Fill in signature on template level

    260 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Peter Parker supported this idea  · 

  3. hide the discount column automatically if the discount is 0%

    26 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Peter Parker supported this idea  · 

  4. Passing separate unit discount from Hubspot

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Peter Parker supported this idea  · 

  5. Sync products from HubSpot Products and Quotes with PandaDoc catalog

    33 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Peter Parker supported this idea  · 

  6. CRM Product fields are passed over tokens/variables

    21 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Peter Parker supported this idea  · 

  7. Hubspot workflow

    51 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, 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:

    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.

    Peter Parker supported this idea  · 

  8. Move documents across workspaces and keep the statuses

    241 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Peter Parker supported this idea  · 

  9. Tokens/Variables in saved messages / email body or subject

    198 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, 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!

    Peter Parker supported this idea  · 

  10. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    329 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Peter Parker supported this idea  · 

  11. "awaiting your signature" in dashboard

    15 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Peter Parker supported this idea  · 

  12. Conditional Logic set up in Pricing tables

    225 votes

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    13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    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

    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.

    Peter Parker supported this idea  · 

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

    126 votes

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    13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Peter Parker supported this idea  · 

  14. Different Header/Footers for Each Page

    146 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Peter Parker supported this idea  · 

  15. CPQ calculations: Excel Formulas.

    668 votes

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    67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Peter Parker supported this idea  ·