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43 results found

  1. Change Document Status Within the Document

    70 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Marissa McGuirk supported this idea  · 

  2. More connection between workspaces: Design options, themes, settings shared between workspaces

    55 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    After careful consideration and further analysis of this 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.

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    Marissa McGuirk commented  · 

    share a custom theme across workspaces

  3. Page borders

    10 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Marissa McGuirk commented  · 

    Lines and borders in the editor for better formatting of the documents (for now image upload is an option).

  4. CPQ calculations: Excel Formulas.

    677 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Marissa McGuirk supported this idea  · 

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

    30 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Marissa McGuirk commented  · 

    Move approver workflow to have the option to be after/within the signature order.

  6. Permissions for recipients to see masked fields

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Marissa McGuirk supported this idea  · 

  7. Partially mask fields

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Marissa McGuirk supported this idea  · 

  8. Total cost in words - variable

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Marissa McGuirk shared this idea  · 

  9. Antivirus should not trigger document status's to move to viewed.

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Marissa McGuirk supported this idea  · 

  10. Export Contacts List

    90 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Marissa McGuirk supported this idea  · 

  11. Forms responses CSV with columns named according to fields placeholders

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Marissa McGuirk supported this idea  · 

  12. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    133 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Marissa McGuirk commented  · 

    White-labeling in browser (in addition to emails)

    Marissa McGuirk supported this idea  · 

  13. Flexible pricing table images: adding directly to the pricing table

    42 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Marissa McGuirk shared this idea  · 

  14. Conditional logic for Payment block

    16 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Marissa McGuirk supported this idea  · 

  15. Duplicate workspaces

    13 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Marissa McGuirk shared this idea  · 

  16. Master settings: edit multiple Workspaces at once

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Marissa McGuirk supported this idea  · 

  17. Combine/Merge Templates & Documents

    99 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Marissa McGuirk supported this idea  · 

  18. Flatten PDFs before the upload

    20 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Marissa McGuirk supported this idea  · 

  19. Pricing Table: Set a Min/Max on Quantity when it's Editable for Recipients

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    Marissa McGuirk supported this idea  · 

  20. Having separate repository and folders within Image Library

    194 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not Planned  ·  Molly Abrams 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!

    Marissa McGuirk supported this idea  · 
2