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614 results found

  1. HubSpot Workflow/ Automation: Send a PandaDoc document when a HubSpot deal stage changes

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  2. list report about who downloaded the document

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  3. Ability to change the properties of multiple text fields at once

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  4. Apply to design / custom font / color for page numbering

    43 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  5. Change Form owner

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  6. Transfer the ownership of the template

    27 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  7. Do not link document to the CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  8. The ability to map fields in Salesforce from a quote to the total section of the pricing table.

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  9. 2 way sync Zoho

    44 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Savannah Faulkner supported this idea  · 

  10. Collect files field has option to show the file / Collect files field file is visible in a document

    17 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  11. Option to Disable Payment Reminders for Individual Documents

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  12. Option to add attachments to the Room home page

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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    Savannah Faulkner commented  · 

    Powerpoint option as well

    Savannah Faulkner shared this idea  · 

  13. Hide the Timeline panel on the right side of the Overview page

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  14. Automations with Hubspot: automatically send document when deal stage changes

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  15. Calculate tax by location

    15 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  16. Signing order for CC recipients: CC person view first then only the signer recipients need to sign

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  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!

    Savannah Faulkner supported this idea  · 

  17. Ability to disconnect Stripe from one workspace without it disconnecting from all of the workspaces

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  18. Import contacts directly from Quickbooks Online

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  19. When using the in person sign feature, automatically open the document in a browser instead of the PandaDoc app

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  20. Payment required to view the document

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Savannah Faulkner commented  · 

    Do not allow the recipient to view the document until they have made a full payment

    Savannah Faulkner supported this idea  · 
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