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517 results found

  1. HubSpot Syncing on Contact Records

    5 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    Savannah Faulkner supported this idea  · 
    An error occurred while saving the comment
    Savannah Faulkner commented  · 

    In connection with this, we need the ability to link the already created document back to the contact record

  2. Recipient Groups in Hubspot

    4 votes

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

  3. Contact List: Show the Company Name beside Name and Email Address

    4 votes

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

  4. Transfer content between accounts: Option to transfer document /template/Library items to other account.

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    An error occurred while saving the comment
    Savannah Faulkner commented  · 

    Between workspaces as well. Documents need the ability to keep their status when transferred into another workspace.

    Savannah Faulkner supported this idea  · 

  5. [Bulk action] Contract Repository: Set data fields for multiple documents at once

    2 votes

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

  6. Save Custom Colors within PandaDoc

    7 votes

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

  7. Ability to lock an entire page (all content blocks) within a document

    10 votes

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

  8. View what documents were sent via bulk send

    2 votes

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

  9. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]

    26 votes

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

  10. Smart Form editor: place fields side by side instead of a list format

    2 votes

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

  11. Mask content: Hide Information Until Recipient's Mouse Hovers Over It

    15 votes

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

  12. Edit text formatting in template when using data merge feature

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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!

    Savannah Faulkner supported this idea  · 

  13. More formatting options for pricing table cells. (see description)

    10 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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!

    An error occurred while saving the comment
    Savannah Faulkner commented  · 

    Left and center alignment options for the QTY

  14. Pass custom product fields into pricing table on Template instead of Document using Hubspot

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  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!

    Savannah Faulkner shared this idea  · 

  15. Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent , viewed, expired and completed documents

    8 votes

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

  16. Downloads: add recipient name to the document title

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    An error occurred while saving the comment
    Savannah Faulkner commented  · 

    Automatically apply a recipient's name to the document title when downloading

    Savannah Faulkner supported this idea  · 

  17. Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    An error occurred while saving the comment
    Savannah Faulkner commented  · 

    The ability to use different account roles for each template would be good

    Savannah Faulkner shared this idea  · 

  18. Select a template automatically salesforce

    23 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Savannah Faulkner supported this idea  · 
    An error occurred while saving the comment
    Savannah Faulkner commented  · 

    We have multiple PandaDoc templates, and the correct template ID is stored in a custom field on the Quote record in Salesforce. When a user clicks our "Send with PandaDoc" button, we want PandaDoc to open directly with that specific template, without requiring the user to manually choose from the template list.

  19. UKG Integration

    3 votes

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

  20. Transfer / swap user licenses from one user to another

    37 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    Savannah Faulkner supported this idea  · 
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