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80 results found

  1. [Bulk Send] Reporting

    28 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  2. Solidgate payment integration

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) shared this idea  · 

  3. UK English language interface

    26 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) commented  · 

    Can the formatting be changed from using inches to centimetres? – Ideally, we would want the US A4 setting changed to reflect a UK A4 page setup

  4. Allow recipients to exit the "suggest edits" mode if a suggestion was added by mistake

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) supported this idea  · 

  5. Configure the expiration period of user's sessions

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) supported this idea  · 

  6. Ability to pre-populate signature field with the client's signature so when they receive a document they only have to select their signature

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) commented  · 

    the customer needs that the signature field is pre-filled if the recipient has signed their documents before. Ability to store the manually drawn signatures specifically is needed.

  7. Update Last Modified date when the doc is relinked to a different CRM Object

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) supported this idea  · 

  8. Change Default Signature Color

    52 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    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!

    AdminYuliya Valko (Admin, PandaDoc) supported this idea  · 

  9. 2 way sync with Monday

    69 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    AdminYuliya Valko (Admin, PandaDoc) supported this idea  · 

  10. Expanded Approval Workflow: approvers can see their own documents only.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) supported this idea  · 

  11. Multiple layers of conditional fields: conditional field within a conditional field

    29 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) supported this idea  · 

  12. Use same fields in different field conditions

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) shared this idea  · 

  13. Tokens/Variables in saved messages / email body or subject

    223 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    AdminYuliya Valko (Admin, PandaDoc) supported this idea  · 

  14. Receive Emails, Notifications, Text for any Product Updates

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) supported this idea  · 

  15. Add a hyperlink in a text field

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) supported this idea  · 

  16. Collaborate on Content Library Items (inline commenting and chat on Content Library items)

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  17. Inline comments in templates

    30 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) supported this idea  · 

  18. add multipage Content library items to the existing page not as a new page in the doc (leaving blank space)

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) supported this idea  · 

  19. no extra page when adding item from content library

    18 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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  20. Apply to design / custom font / color for page numbering

    46 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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