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103 results found

  1. Ability to rename documents in bulk

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  · 

  2. Audit Trail - add more events

    20 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) commented  · 

    locations and chain of custody

  3. Auto-Reminders For Bulk Send

    22 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) commented  · 

    Disable auto-reminders for documents already sent in bulk too.

    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  · 

  4. Download document as PowerPoint (.ppt) format

    18 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  · 

  5. Set the recurring payment to stop after certain period or number of iterations.

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  · 

  6. Map line items to a table block

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) commented  · 

    Make the table dynamic, the row count and data for each row would be based on the Airtable record passing data to PandaDoc.

    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  · 

  7. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    138 votes

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    29 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Community Forums Manager, 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
    AdminCharmyn Marchan (Admin, PandaDoc) commented  · 

    Change the status from 'Viewed' to 'Signed' as soon as the signature field has been filled out.

  8. Copy the page from one document to another.

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  · 

  9. Option to hide token/items from the template/document from specific recipients

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  · 

  10. Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients

    10 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  · 

  11. Custom Line spacing option inside design section (including TOC)

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) commented  · 

    0 line spacing

  12. Be able to delete the outline of the checkboxes

    2 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) commented  · 

    Remove the boxes that have the ticks/ cleaner look

  13. Link to CRM Zoho

    12 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) commented  · 

    Add document link to Zoho CRM records instead of PDF copies to save storage space.

  14. Add check box or radio buttons to trigger create and send document in Zapier based on the selected option. - patricia@kinterinsurance.com

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  · 

  15. Ability to drag/move Support Chat Icon

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  · 
    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  · 

  16. WCAG 2.0 accessibility compliance

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  · 

  17. Show / keep fields when document is downloaded in PDF so the recipient can sign on paper

    28 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) commented  · 

    Add form fields to make PDF interactable for offline signing

  18. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

    44 votes

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    16 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

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    AdminCharmyn Marchan (Admin, PandaDoc) commented  · 

    The ability for recipients to define the amount they want to pay on documents.

  19. Add questions before the form

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) commented  · 

    Set conditional logic based on answers to questions before the form.

  20. Greater or Less than logic in smart content

    19 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  · 
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