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12 results found

  1. Skip cover page for page numbering

    17 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Lindsay Bove supported this idea  · 

  2. Custom fields in contacts

    12 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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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. Downloading attachments along with the document they are attached to

    160 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Lindsay Bove supported this idea  · 

  4. Contact change will change a recipient email in a live document.

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Lindsay Bove supported this idea  · 

  5. Add Shared with me folder for Templates to mobile app

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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  6. ability to share forms with another workspace

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Lindsay Bove supported this idea  · 

  7. Turn on signing order as a default setting for the account.

    17 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Lindsay Bove supported this idea  · 

  8. Suggest edits on the Template level

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Lindsay Bove supported this idea  · 

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

    174 votes

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    28 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.

    Lindsay Bove supported this idea  · 

  10. one signature certificate per bundle: remove signature certificate from each doc in bundles

    13 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Lindsay Bove supported this idea  · 

  11. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

    291 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Early access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

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

    61 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Other  ·  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!

    Lindsay Bove supported this idea  ·