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21 results found

  1. Customize signature certificate design

    53 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Kamari Ross supported this idea  · 

  2. Sync document value with custom payment amount

    5 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Kamari Ross commented  · 

    Link Doc Custom Value to Payment Integration Custom Value

  3. [Reporting] Reporting based on document tags

    35 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Kamari Ross commented  · 

    Add a option in reporting to see analytics for what tags are being used for in the reporting feature

  4. Edit / customize text in all email notifications including Completion or Signed Email Message

    252 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Kamari Ross supported this idea  · 

  5. Page number visible in web version

    247 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Kamari Ross supported this idea  · 

  6. Search for page numbers in page reordering menu

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Kamari Ross supported this idea  · 

  7. Ability to see Bulk Send results in Reporting / Data Analytics

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Kamari Ross supported this idea  · 

  8. Find and Replace All feature within a document / template

    203 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Kamari Ross supported this idea  · 
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    Kamari Ross commented  · 

    Hello!

    The client requested to have a search and replace feature

  9. Disable / turn off approval notification email sent to approver

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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  10. Spellchecker: Spell Check in App like Grammarly

    313 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Kamari Ross supported this idea  · 

  11. Dropdown Field w/Fill-In option

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Kamari Ross commented  · 

    Have the ability to fill in information in a dropdown

  12. choose specific time of day for document expiration

    112 votes

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    25 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Kamari Ross commented  · 

    Change timezone settings for document expiration settings so the client can adjust for their customers timezones.

  13. Save entire page with header/footer in the content library

    66 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Kamari Ross commented  · 

    Have the ability to add to and add from the content library to Header/Footer

  14. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    59 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Kamari Ross commented  · 

    Transferring the formatting rich field for integrations

  15. Add the ability for admin to have notifications for entire workspace

    11 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Kamari Ross commented  · 

    Admin receive emails notifications when members create and send documents

    Kamari Ross shared this idea  · 

  16. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    64 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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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    Kamari Ross commented  · 

    The ability to use forms in the hubspot integration.

  17. Reminder customization: Customize the text in reminder message

    367 votes

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    36 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Kamari Ross commented  · 

    Have option to edit reminder emails

  18. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    281 votes

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    50 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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    Kamari Ross commented  · 

    Have one email represent two signers

  19. convert DOCX file to editable in Salesforce integration

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Kamari Ross commented  · 

    Be able to seend editable word docs in PandaDoc

  20. Auto-reminders per recipient

    24 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Kamari Ross commented  · 

    Edit reminders specifically for contacts after sending request.

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