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24 results found

  1. Spellchecker: Spell Check in App like Grammarly

    172 votes

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    Idea  ·  19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) supported this idea  · 

  2. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    164 votes

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    Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) supported this idea  · 

  3. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    574 votes

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    Idea  ·  50 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) supported this idea  · 

  4. [Bulk actions] Ability multiselect for blocks and fields (for copy-paste)

    228 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) supported this idea  · 

  5. Ability to change the date format for variables

    333 votes

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    On roadmap  ·  26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) supported this idea  · 

  6. Netsuite integration

    33 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) supported this idea  · 

  7. Change the color of the recipient role fillable fields in a document (template)

    169 votes

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    Idea  ·  20 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) commented  · 

    Client wants the ability to change colors of the roles

    An error occurred while saving the comment
    AdminKamari Ross (Admin, PandaDoc) commented  · 

    Change the color of the recipients in document

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

    104 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) commented  · 

    Hello!

    The client requested to have a search and replace feature

  9. 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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    AdminKamari Ross (Admin, PandaDoc) commented  · 

    Have the ability to fill in information in a dropdown

  10. Place a page break block inside a pricing table

    81 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) commented  · 

    Page breaks break blocks into two block

  11. choose specific time of day for document expiration

    49 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) commented  · 

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

  12. Auto-update templates/CLIs if the item is updated in Catalog

    100 votes

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    Idea  ·  21 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) commented  · 

    Link content library items so updates can apply to all templates and documents

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

    42 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) 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

    28 votes

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    5 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) 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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    AdminKamari Ross (Admin, PandaDoc) commented  · 

    Admin receive emails notifications when members create and send documents

    AdminKamari Ross (Admin, PandaDoc) shared this idea  · 

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

    40 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) commented  · 

    The ability to use forms in the hubspot integration.

  17. Reminder customization: Customize the text in reminder message

    232 votes

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    Idea  ·  23 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) commented  · 

    Have option to edit reminder emails

  18. Variables contain formulas: variable calculations

    92 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) commented  · 

    They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document

  19. 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.

    127 votes

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    Idea  ·  23 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) commented  · 

    Have one email represent two signers

  20. convert DOCX file to editable in Salesforce integration

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    AdminKamari Ross (Admin, PandaDoc) commented  · 

    Be able to seend editable word docs in PandaDoc

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