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8 results found

  1. Send completed docs to folders through variable token

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Jonathan King commented  · 

    Ability to set conditions in folders or document that it will move to a specific folder depending on the variable it populated.

  2. Schedule Sending documents

    292 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Early Access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi,

    Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.

    We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.

    To learn more about how it works, check out our Help Center article.

    Thank you for voting for this idea – your feedback is what got it built.

    Igor, Product team @ PandaDoc

    Jonathan King supported this idea  · 

  3. Spellchecker: Spell Check in App like Grammarly

    346 votes

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    42 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jonathan King supported this idea  · 

  4. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    356 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jonathan King supported this idea  · 

  5. Auto-reminders: customize the text in reminder message

    341 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jonathan King supported this idea  · 

  6. Smart Content with "OR" conditional rule, when using variables

    37 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    Jonathan King supported this idea  · 

  7. Smart content: more than one rule

    32 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    Jonathan King supported this idea  · 

  8. Smart Content via Bulk Send

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jonathan King commented  · 

    the only use case we have is to bulk send with smart content.

    Jonathan King supported this idea  ·