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283 results found

  1. bulk move content library items to the templates tab

    3 votes

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

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

    63 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  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:

    - You can use Conditional Content to pass images as variables. Please see more here.

    - Passing images is also available via Pricing table or Quote Builder. Check this link for more info.

    If you need help with the set up, please feel free to reach out to our Support team for assistance! 

    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.

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  · 

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

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - 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

  4. 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  · 

  5. 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  · 

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

    198 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding tokens/variables in saved messages and email. 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  · 

  7. 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  · 

  8. Adding multiple pages to Content library at once

    14 votes

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

  9. 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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    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  · 

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

    6 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  · 

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

    13 votes

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

  12. Ability to remove the Report Spam button from emails

    12 votes

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

  13. Outlook

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  · 

  14. Decline part of the document

    5 votes

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

  15. Allow one zap to work with multiple templates

    8 votes

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

  16. Pull info from Salesforce into PandaDoc fields

    6 votes

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

  17. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    131 votes

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

  18. create library items via api

    6 votes

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

  19. allow to reshuffle docs in bundles

    8 votes

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

  20. ability to make the pricing table columns not visible to the end users (recipients)

    9 votes

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