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115 results found

  1. Map line items to a table block

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Charmyn Marchan commented  · 

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

    Charmyn Marchan shared this idea  · 

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

    147 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Charmyn Marchan commented  · 

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

  3. Copy the page from one document to another.

    16 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  4. 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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    Charmyn Marchan supported this idea  · 

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

    12 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Charmyn Marchan supported this idea  · 

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

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Charmyn Marchan commented  · 

    0 line spacing

  7. Be able to delete the outline of the checkboxes

    3 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Charmyn Marchan commented  · 

    Remove the boxes that have the ticks/ cleaner look

  8. Link to CRM Zoho

    15 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Charmyn Marchan commented  · 

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

  9. 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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    Charmyn Marchan supported this idea  · 

  10. 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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    Charmyn Marchan supported this idea  · 
    Charmyn Marchan shared this idea  · 

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

    32 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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
    Charmyn Marchan commented  · 

    Add form fields to make PDF interactable for offline signing

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

    53 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Charmyn Marchan commented  · 

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

  13. Add questions before the form

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Charmyn Marchan commented  · 

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

  14. Greater or Less than logic in smart content

    23 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Charmyn Marchan shared this idea  · 

  15. Drawing lines and shapes

    84 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

    Charmyn Marchan supported this idea  · 

  16. Default Signature for PandaDoc Users' Signing as a Recipient on a document sent to them by another PandaDoc user.

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  17. APAC localization: Korean and Mandarin

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Localization  ·  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!

    Charmyn Marchan supported this idea  · 

  18. Support .XML file type

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  19. conditional fields based on CRM field value

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  20. Set a date range for recipients to choose from on date fields

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan shared this idea  · 
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