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248 results found

  1. Save and Doesn't save buttons for templates and documents

    26 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  2. Preview a Template / Form / Document

    20 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 
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    AdminSolomiia Mereniuk (Admin, PandaDoc) commented  · 

    should be possible to preview the form before publishing it and sharing with the customer

  3. Selective Notification Options For Different Documents (Disable completed document notifications on specific documents)

    58 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Being Evaluated  ·  Valeryia Baranava responded

    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!

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  4. Scroll-down Block

    10 votes

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

  5. disable form reminder

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  6. Subtotal to be used more than once in the pricing table

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  7. Transfer / swap user licenses from one user to another

    36 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  8. automatically set document sender: conditional document sender

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  · 

  9. Sends doc automatically after the user sign

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  10. End users can not re-start a form if there’s an existing open document for that form.

    49 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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  · 

  11. Pass images from CRMs to documents using tokens/variables

    66 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  12. Conditional logic for currencies in Catalog <> Pricing table

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 
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    AdminSolomiia Mereniuk (Admin, PandaDoc) commented  · 

    a document to automatically set the proper currency and tax when it is sent to different recipients

  13. Document rejected notifications *sent to a document approver / rejected docs and notes to them visible in one place

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  · 

  14. Multiple themes when bundling documents

    20 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  15. 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.

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

  16. all the comments where you were tagged in one place

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  · 

  17. Adding multiple pages to Content library at once

    14 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

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

    12 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  · 

  19. Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  · 

  20. Change the title of the button “open the document”

    14 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 
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