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103 results found

  1. Delete a role and related fields at the time of document creation.

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Lori Nolen supported this idea  · 

  2. pass line items formatting from hubspot

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Lori Nolen supported this idea  · 

  3. Ability to invite users into multiple workspaces at once.

    19 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Lori Nolen commented  · 

    Customer at Indian Health Council has over 15 workspaces. Adding a new Admin to all the workspaces is very cumbersome. Need a way to invite a new person to multiple workspaces at one time. Account owner: arenteria@indianhealth.com

    Lori Nolen supported this idea  · 
    Lori Nolen shared this idea  · 

  4. Allow additional page formats & sizes

    57 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (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!

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    Lori Nolen commented  · 

    Need option of legal size in the choices for templates.

    Lori Nolen supported this idea  · 

  5. Have a field assigned to more than one recipient so either/or can fill in

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Lori Nolen shared this idea  · 

  6. Ability to add signature field without assigned recipient.

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Lori Nolen supported this idea  · 

  7. Option to Not make a recipient as signer when assigned to a field

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Lori Nolen supported this idea  · 

  8. When a creator types into a fillable field before sending, that field is automatically assigned to the creator

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Lori Nolen supported this idea  · 

  9. Role for Recipient Approver

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Lori Nolen supported this idea  · 

  10. Assign fields to oneself should not be considered as recipient

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Lori Nolen supported this idea  · 

  11. Option to have a recipient to sign the document and forward it to another signer with saved field values

    26 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Lori Nolen supported this idea  · 

  12. Change status inside the document

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Lori Nolen commented  · 

    Would like ability to change the status of the document to COMPLETED within the Document instead of having the only option to do that from the Home page.

    Lori Nolen supported this idea  · 

  13. Show a document status on the downloaded PDF

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Lori Nolen supported this idea  · 

  14. CC'd recipient: document status change

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Lori Nolen supported this idea  · 

  15. Edit uploaded PDFs: OCR

    237 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Lori Nolen supported this idea  · 

  16. Set a Saved Message on the template level

    33 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  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!

    Lori Nolen supported this idea  · 

  17. Square: Gather Credit Card Details Field without Charging

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Lori Nolen supported this idea  · 

  18. Collect credit card information via a text field and be able to validate that it's a correct credit card number

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Lori Nolen supported this idea  · 

  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.

    198 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Lori Nolen commented  · 

    Customer StephanieF@thirahealth.com is in great need of ability to have two people assigned to same email address. They have several patient forms they use and this is a common occurrence. They mentioned that this was possible in DocuSign. Highly needed within PandaDoc

    Lori Nolen supported this idea  · 

  20. Auto number pricing table line items

    15 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » CPQ - Catalog  ·  Admin →
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    Lori Nolen commented  · 

    dynamic numbering in the quote that adjusts automatically as line items are rearranged, removed, or added? This would be incredibly helpful.

    Lori Nolen supported this idea  · 
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