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114 results found

  1. Formatting symbols similar to Microsoft

    3 votes

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

  2. Notifications for non-document participants (non senders)

    89 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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    Charmyn Marchan commented  · 

    Allow non-document participants to follow a document's status progress and receive notifications without the need of being CC'd.

    Charmyn Marchan supported this idea  · 

  3. Link/unlink documents to/from Contacts and Company objects in Hubspot

    44 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Charmyn Marchan commented  · 

    Also, unlink documents from Contacts in Hubspot.

  4. Merge vertical cells in Pricing table

    57 votes

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

    Ability to merge vertical cells in a table.

    Charmyn Marchan supported this idea  · 

  5. Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.

    21 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan commented  · 

    Auto place fields with our without field tags in eForms too.

    Charmyn Marchan shared this idea  · 

  6. Multiple themes when bundling documents

    20 votes

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

  7. Smartsheet

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  8. Refresh Pricing table and Data with MS Dynamics

    4 votes

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

    Th ability to have an auto-refresh feature in MS Dynamics for Safari users as the list of associated documents does not show right away (works in Chrome) and manual refresh has to be done.

    Charmyn Marchan supported this idea  · 

  9. Document value for content library items

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  10. Filter timeline activity log

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  11. Improve auto save feature

    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  · 

  12. no extra page when adding item from content library

    18 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Charmyn Marchan commented  · 

    Adding CLI blocks with free orientation (e.g. blocks added on cover page/uploaded pages) includes blank pages along with it but works properly when the CLI is created/saved from the content page.

    Charmyn Marchan supported this idea  · 

  13. Products in different languages and currencies with the same SKU in Catalog

    27 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  14. Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.

    29 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan commented  · 

    Set it up so that the custom variable name is not shown, if the custom variable contains no value (blank) - Michael Yoon

    Charmyn Marchan supported this idea  · 

  15. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  16. Notification for signed but did not hit the Finish button

    23 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  17. Adjust expiration warning timeframe

    9 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Charmyn Marchan commented  · 

    Also, the ability to have a document expire within 24 hours and reminders sent in x # of hours as suggested by a user. This is relevant to time-sensitive docs that require immediate attention.

  18. Bulk Send from CRM

    26 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Charmyn Marchan commented  · 

    Ability to bulk send via integration with Monday.com.

    Charmyn Marchan supported this idea  · 

  19. Doc status will not change to Paid unless payment is successful

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  20. Edit uploaded PDFs

    279 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Charmyn Marchan commented  · 

    Option to change an uploaded PDF's page size.

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