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269 results found

  1. Don't Allow Sending if Recipient Name is Missing

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  2. Recipient Analytics Reporting

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  3. Change reminders via API

    32 votes

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    3 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  4. Reporting feature in API

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  5. Have a "send reminder" PandaDoc API call.

    16 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  6. Year over Year data on trending W.I.S.E. metrics (reporting and QBR data)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea  · 

  7. Metrics/reporting on individual pages for templates/docs

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  8. Recipient Groups for API

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  9. Allow for KBA: Knowledge Based Authentication

    42 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    In development  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hey there 👋 Big news – we've started the development of a new verification method: knowledge-based authentication. We're aiming to roll out early access by the end of Q2, so mark your calendars!

    Got any questions or suggestions? Just shoot a message.

    Igor, Product Team

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  10. AND operator in conditional smart content

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  11. Enable Smart Content from Fields as well as Variables

    68 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  12. lock fillable field position

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  13. Field - Lock position / anchor

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  14. Allow approvers to make edits or suggest edits at the approval stage

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  15. Rippling

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  16. copy tables with formating

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  17. copy and paste the tables and pricing tables from PandaDoc to a word/excel files

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  18. to be able to to reply via email to the person who initiated the chat for documents sent via API

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  19. Shared templates are added to the "All templates" folder

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

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

    45 votes

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    On roadmap  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 
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