Settings and activity

283 results found

1. Built-in Document Translator: Option to convert the document content to another language

   59 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Localization  ·  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.

2. Text around fields format to match the length of the info entered

   20 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Oct 10, 2023

3. Calculate tax by location

   13 votes

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Jul 18, 2023

4. restrict the user to view the second document if they haven't completed the fields on the 1st document

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  ·  Jul 18, 2023

5. Edit font size of signature field [Workaround in comments]

   24 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 12, 2022

6. My Robin Payroll

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 9, 2022

7. Monthly Recurring Revenue token in HubSpot

   3 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 9, 2022

8. Search Results are no longer sortable

   20 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Nov 4, 2022

9. Export Field Data into CSV or Excel file

   132 votes

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   20 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  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!

   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Nov 2, 2022

10. [HubSpot CRM] Searchable and selectable tokens on the PandaDoc side

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Early Access  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

    Hi,

    Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, please reach out to victoria.solovey@pandadoc.com

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Oct 26, 2022

11. Let the customer select optional items in pricing tables without assigning a field

    27 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Oct 26, 2022

12. See upcoming subscription renewals

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Oct 18, 2022

13. Support Quickbooks for non US accounts

    13 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Jul 26, 2022

14. Ability to set text alignment for a field (center or right align)

    45 votes

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    7 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.

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Jul 22, 2022
    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  ·  Feb 19, 2021

15. Salesforce custom object fields to populate to the recipients' email addresses in PandaDoc

    2 votes

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

    
    

    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  ·  Jun 23, 2022

16. Enable Smart Content from Fields as well as Variables

    81 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  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!

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Jun 23, 2022
    An error occurred while saving the comment
    AdminSolomiia Mereniuk (Admin, PandaDoc) commented  ·  Jun 23, 2022  ·  Edit…  ·  Delete…

    smart content should be based on field values in addition to variables values.

    Save Submitting...

17. Approval Workflow by Manager after the recipient sign the contract

    29 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Jun 21, 2022
    An error occurred while saving the comment
    AdminSolomiia Mereniuk (Admin, PandaDoc) commented  ·  Feb 26, 2021  ·  Edit…  ·  Delete…

    The approval process should happen internally after the form has been filled out and returned. And the approval/signatures should not be seen by the person filling out the application.

    Save Submitting...

18. Bulk sign: Ability to sign multiple documents at once in the inbox.

    68 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Other  ·  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.

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Jun 14, 2022

19. Ability to search within the document

    27 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Jun 1, 2022

20. Smart content: more than one rule

    21 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  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!

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Jun 1, 2022