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122 results found

  1. Edit the sent documents from Actions Required section

    4 votes
    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  2. Schedule Sending documents

    272 votes
    28 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    How important is this to you?
    Being Evaluated  ·  AdminJoan Nocon (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!

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  3. Unsend sent document/notification

    21 votes
    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  4. edit sent documents via mobile app

    14 votes
    2 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  5. Switch Workspaces in Salesforce

    34 votes
    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  6. Smart Content via Bulk Send

    7 votes
    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  7. Block ' assign' fields

    5 votes
    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

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

    7 votes
    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  9. pass line items formatting from hubspot

    24 votes
    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

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

    23 votes
    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    AdminLori Nolen (Admin, PandaDoc) 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

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
    AdminLori Nolen (Admin, PandaDoc) shared this idea  · 

  11. Custom page sizes

    95 votes
    15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Need option of legal size in the choices for templates.

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

    1 vote
    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) shared this idea  · 

  13. Ability to add signature field without assigned recipient.

    11 votes
    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

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

    7 votes
    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

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

    4 votes
    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  16. Role for Recipient Approver

    10 votes
    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

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

    45 votes
    8 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    How important is this to you?
    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!

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  18. Change Document Status Within the Document

    69 votes
    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    AdminLori Nolen (Admin, PandaDoc) 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.

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  19. Show a document status on the downloaded PDF

    4 votes
    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  20. CC'd recipient: document status change

    8 votes
    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
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