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103 results found

  1. Drawing lines and shapes

    80 votes

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    2 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!

    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  · 

  2. 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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    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  · 

  3. 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!

    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  · 

  4. Support .XML file type

    2 votes

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

  5. 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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    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  · 

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

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  · 

  7. Automation for Zoho: if I select the Zoho CRM Checkbox then a Page or Block with all that informations about the product would appear

    2 votes

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

  8. Use same set of radio buttons across pages

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  · 

  9. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  · 

  10. Automation that will add collaborators to documents

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  · 

  11. Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)

    12 votes

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

    The ability to download a list of documents created from CRM integrations only.

  12. View-only form: only create a sequenced form (document) if the client signs the form

    8 votes

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

  13. To pull in a CRM field value as document value: populate Document Value from CRM integration

    5 votes

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

    Option to use field information as a document value.

  14. HIPAA banner

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  · 

  15. Localization: Set Signature Certificate language (German, Spanish, Dutch, Portuguese, etc.)

    26 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) commented  · 

    Download signature certificate in Spanish

    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  · 

  16. Customize signature certificate design

    45 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  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!

    An error occurred while saving the comment
    AdminCharmyn Marchan (Admin, PandaDoc) commented  · 

    Set Signature Certificate layout/page size to 8.5 X11 as documents are rejected by FL courts.

    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  · 

  17. Default size and font for a field

    52 votes

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

    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  · 

  18. Option to set expiration for link shared with the recipient [Workaround in comments]

    3 votes

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

  19. Smart Content to Support Drop-down values from variables

    6 votes

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

  20. Variables working with Dropdown fields / Drop-down value for Variables

    6 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) commented  · 

    The variables should also support drop-down fields with fixed values that are set by the sender.

    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  · 
    An error occurred while saving the comment
    AdminCharmyn Marchan (Admin, PandaDoc) commented  · 

    The variables should also support drop-down fields with fixed values that are set by the sender.

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