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  1. 25 votes

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    AdminMolly Abrams (Admin, PandaDoc) supported this idea  · 
  2. 104 votes

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    Exciting news! 🚀 Next week, we'll be opening early access to our latest feature – the ability to send documents via text (SMS). You'll have the flexibility to configure the delivery method, choosing between email or text (SMS) for each recipient in the document. The best part? It's free for all business and enterprise plan users.

    If you're interested in joining the early access, please message me back.

    Cheers,

    Igor, Product Team

    AdminMolly Abrams (Admin, PandaDoc) supported this idea  · 
  3. 14 votes

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    An error occurred while saving the comment
    AdminMolly Abrams (Admin, PandaDoc) commented  · 

    When document packets are sent out in “Bulk” to clients, upon completion when they all start coming back in, there is no way to print the bulk documents out without having to go into each document.

  4. 3 votes

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    An error occurred while saving the comment
    AdminMolly Abrams (Admin, PandaDoc) commented  · 

    When receiving completed documents, the issue with having to search via email of the recipient gets muddy. Having the ability to search via one of the fillable fields, such as the child’s name would be great.

  5. 9 votes

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    AdminMolly Abrams (Admin, PandaDoc) supported this idea  · 
  6. 22 votes

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    An error occurred while saving the comment
    AdminMolly Abrams (Admin, PandaDoc) commented  · 

    Be able to embed a link in saved messages within PandaDoc

  7. 9 votes

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    AdminMolly Abrams (Admin, PandaDoc) commented  · 

    For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.

    AdminMolly Abrams (Admin, PandaDoc) shared this idea  · 
  8. 246 votes

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  9. 177 votes

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    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!

    AdminMolly Abrams (Admin, PandaDoc) supported this idea  · 
  10. 16 votes

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    An error occurred while saving the comment
    AdminMolly Abrams (Admin, PandaDoc) commented  · 

    As we were building a template yesterday with the sales team, we realized that there were many sections where we wanted to give guidance to users on what they can do with a particular section. It would be great if the template had a place to drop comments to give instructions on users when they are building out the document. Once the document is sent, those comments would obviously disappear, as they are internal and not meant for the end user.

  11. 42 votes

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    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

  12. 4 votes

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    An error occurred while saving the comment
    AdminMolly Abrams (Admin, PandaDoc) commented  · 

    For the manual complete, just give an option in the three dots drop down list, for changing the status from (draft, sent, viewed) to completed when the document is opened. Same as what version 1 had.
    This one you have to go to the full ‘created by me list’ (line by line) and use the three dots to get the ‘change status’ line, but some documents that get approved are older and way down on the list. Typically when a client calls to approve, we open zoho to create the job, so I click on the sent panda doc to complete (as its quicker than searching the panda doc list)
    If you open the panda doc from within zoho, (so you have the full document open that was sent) there is no manual complete. So this open page also needs the ‘change status’ option as well.

    AdminMolly Abrams (Admin, PandaDoc) shared this idea  · 
  13. 55 votes

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    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
    AdminMolly Abrams (Admin, PandaDoc) commented  · 

    should be able to add a picture into the text box (like 1.0 has) with the writing (sometimes a small reference pic is a nice touch but don’t need a half page block for it.)

  14. 106 votes

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    AdminMolly Abrams (Admin, PandaDoc) supported this idea  · 
  15. 301 votes

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    AdminMolly Abrams (Admin, PandaDoc) commented  · 

    Be able to customize the look and field of a reminder e-mail and set exactly how many days you would like in between reminders. Ideally, we would like to send reminders every day.

  16. 114 votes

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    AdminMolly Abrams (Admin, PandaDoc) supported this idea  · 
  17. 9 votes

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    AdminMolly Abrams (Admin, PandaDoc) commented  · 

    From Customer - What I am requesting is to have a parameter where we can stop a role from deleting a COMPLETED document, which is not available currently in Pandadoc.The only related parameter that  is available is : “Can delete other's documents”, which doesn’t not answer to our requirement.So even if I created a customized role the parameter is not available.

    Therefore I am suggesting, to either add the parameter, or better if a user deletes any document (whether completed or sent or drafted) to send it to a recycle Bin Folder , where the access to that folder can be parametric, and only specific roles can delete documents in that folder.