Settings and activity

18 results found

1. Variables contain formulas: Excel formulas

   83 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Cheri Stockton supported this idea  ·  Jul 19, 2023

2. Page number visible in web version

   234 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Cheri Stockton supported this idea  ·  Jun 30, 2023

3. Convert a form to a template

   121 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Solution exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hello,

   Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

   - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

   - When clicking 'Create form', choose the desired template

   Please use this Help Center article for additional reference.

   We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   Cheri Stockton supported this idea  ·  May 30, 2023

4. To be able to upload editable powerpoint

   15 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Cheri Stockton supported this idea  ·  May 15, 2023

5. Payment required to complete the document

   61 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Cheri Stockton supported this idea  ·  Nov 30, 2022

6. Get the reason for a declined document via API

   20 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Cheri Stockton supported this idea  ·  Nov 21, 2022

7. Edit / customize text in all email notifications including Completion or Signed Email Message

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   245 votes

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   39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Cheri Stockton supported this idea  ·  Nov 10, 2022
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   Cheri Stockton commented  ·  Oct 21, 2022  ·  Edit…  ·  Delete…

   Apply same custom font used on templates and documents in the email content.

   Save Submitting...

8. Alternative Email Addresses for Contacts: Option to add several (2 or more) email addresses for 1 contact

   24 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Cheri Stockton supported this idea  ·  Nov 10, 2022

9. Expiration Date via API

   42 votes

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   3 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

   Cheri Stockton supported this idea  ·  Sep 22, 2022

10. schedule template update to publish at "x" time.

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Cheri Stockton supported this idea  ·  Apr 18, 2022

11. Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients

    11 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    An error occurred while saving the comment
    Cheri Stockton commented  ·  Mar 22, 2022  ·  Edit…  ·  Delete…

    I've seen this implemented as using field assignment in the files is who can see the pages with the sender ability to see them all.

    Save Submitting...

12. Template Editor SDK - Non-PD users

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Cheri Stockton supported this idea  ·  Mar 22, 2022

13. Hubspot workflow

    51 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • Hubspot Workflows

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Cheri Stockton supported this idea  ·  Mar 17, 2022

14. 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.

    269 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Being evaluated  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    
    

    Cheri Stockton supported this idea  ·  Feb 16, 2022

15. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    121 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Cheri Stockton supported this idea  ·  Feb 16, 2022

16. Maintain recipient information for multiple documents

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Cheri Stockton supported this idea  ·  Aug 3, 2021

17. Exclude tax from reporting, CSV download and API

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Cheri Stockton supported this idea  ·  Mar 30, 2021

18. Search in Documents for "sent by" user

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Cheri Stockton shared this idea  ·  Mar 29, 2021