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115 results found

  1. 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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    Charmyn Marchan shared this idea  · 

  2. Use same set of radio buttons across pages

    13 votes

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

  3. 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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    Charmyn Marchan shared this idea  · 

  4. 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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    Charmyn Marchan shared this idea  · 

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

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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 supported this idea  · 
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    Charmyn Marchan commented  · 

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

  6. 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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    Charmyn Marchan shared this idea  · 

  7. 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 » Quote Builder & Pricing table  ·  Admin →
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    Charmyn Marchan supported this idea  · 
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    Charmyn Marchan commented  · 

    Option to use field information as a document value.

  8. HIPAA banner

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Charmyn Marchan shared this idea  · 

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

    27 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    Charmyn Marchan commented  · 

    Download signature certificate in Spanish

    Charmyn Marchan supported this idea  · 

  10. Customize signature certificate design

    53 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Charmyn Marchan commented  · 

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

    Charmyn Marchan supported this idea  · 

  11. Default size and font for a field

    51 votes

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    6 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!

    Charmyn Marchan supported this idea  · 

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

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Charmyn Marchan supported this idea  · 

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

    8 votes

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

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

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan commented  · 

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

    Charmyn Marchan supported this idea  · 
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    Charmyn Marchan commented  · 

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

  15. Document Opened Date System Variable: Autofill date field or variable with date recipient opens the document

    16 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan commented  · 

    Pull info from Analytics into variable such as the date when the document is viewed for the first time, etc.

    Charmyn Marchan supported this idea  · 

  16. [Bulk action] Add tags to many templates in one click

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Charmyn Marchan supported this idea  · 
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    Charmyn Marchan commented  · 

    Also, remove tags on multiple documents in one go.

  17. Use image library items for smart content

    3 votes

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

  18. Note for partial payment amount

    6 votes

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

  19. Merge vertical cells in a table

    55 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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  · 

  20. Total cost in words - variable

    3 votes

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