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  1. 17 votes

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    Lindsay Bove supported this idea  · 
  2. 14 votes

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    Lindsay Bove supported this idea  · 
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    Lindsay Bove commented  · 

    Ability to add a custom field in the contacts section.

    They would specifically add a section for claim#'s and job #'s.

  3. 165 votes

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    Lindsay Bove supported this idea  · 
  4. 10 votes

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    Lindsay Bove supported this idea  · 
  5. 5 votes

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  6. 3 votes

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    Lindsay Bove supported this idea  · 
  7. 17 votes

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    Lindsay Bove supported this idea  · 
  8. 3 votes

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    Lindsay Bove supported this idea  · 
  9. 180 votes

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    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.

    Lindsay Bove supported this idea  · 
  10. 22 votes

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    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!

    Lindsay Bove supported this idea  · 
  11. 294 votes

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    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

    Lindsay Bove supported this idea  · 
  12. 61 votes

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    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!

    Lindsay Bove supported this idea  ·