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18 results found

  1. Variables contain formulas: Excel formulas

    85 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Cheri Stockton supported this idea  · 

  2. Page number visible in web version

    235 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Cheri Stockton supported this idea  · 

  3. Convert a form to a template

    121 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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  · 

  4. To be able to upload editable powerpoint

    15 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Cheri Stockton supported this idea  · 

  5. Payment required to complete the document

    62 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Cheri Stockton supported this idea  · 

  6. Get the reason for a declined document via API

    20 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Cheri Stockton supported this idea  · 

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

    245 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Cheri Stockton supported this idea  · 
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    Cheri Stockton commented  · 

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

  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  ·  Admin →
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    Cheri Stockton supported this idea  · 

  9. Expiration Date via API

    42 votes

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    3 comments  ·  Ideas to Improve PandaDoc » API  ·  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  · 

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

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Cheri Stockton supported this idea  · 

  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  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (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!

    An error occurred while saving the comment
    Cheri Stockton commented  · 

    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.

  12. Template Editor SDK - Non-PD users

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Cheri Stockton supported this idea  · 

  13. Hubspot workflow

    51 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  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:

    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  · 

  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.

    271 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  15. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    123 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Cheri Stockton supported this idea  · 

  16. Maintain recipient information for multiple documents

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Cheri Stockton supported this idea  · 

  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  ·  Admin →
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    Cheri Stockton supported this idea  · 

  18. Search in Documents for "sent by" user

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Cheri Stockton shared this idea  ·