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23 results found

  1. Customize signature certificate design

    49 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!

    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 » CPQ - 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

    32 votes

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    Idea  ·  7 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

    235 votes

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    38 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

    224 votes

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    14 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

    179 votes

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    27 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

    5 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

    281 votes

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

  11. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

    294 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Early access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

    Kamari Ross supported this idea  · 

  12. Dropdown Field w/Fill-In option

    2 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

  13. choose specific time of day for document expiration

    106 votes

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    21 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.

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

    64 votes

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

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

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

    51 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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!

    An error occurred while saving the comment
    Kamari Ross commented  · 

    Transferring the formatting rich field for integrations

  16. 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  · 

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

    56 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!

    An error occurred while saving the comment
    Kamari Ross commented  · 

    The ability to use forms in the hubspot integration.

  18. Reminder customization: Customize the text in reminder message

    336 votes

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

    Have option to edit reminder emails

  19. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    350 votes

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    47 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

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    Kamari Ross commented  · 

    Add space between numbered list

  20. 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.

    255 votes

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

    Have one email represent two signers

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