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372 results found

  1. Alerts to Sender when Document is not Viewed/Signed

    31 votes

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

  2. Internal timeline and reminders for teams collaborating on a document

    6 votes

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

  3. access emails history sent by pandadoc upon sending documents

    15 votes

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

    It would be great to have the email from a sent PD document to appear in gmail sent items as if were sent natively from Gmail.

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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) commented  · 

    See the sender's email within the document sent to the recipient. Similar to the concept of viewing the recipient's email on the top right of the document.
    See attached image where "panda doc" is highlighted on the left side.

  4. MS teams - ability to sign in-person

    2 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  · 
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea  · 

  5. [Catalog] Order by SKU code

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  6. Ability to add payment processing fees

    57 votes

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

  7. Playing videos and clicking on hyperlinks in presentation mode

    6 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  · 

  8. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    102 votes

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

  9. switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status

    11 votes

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

  10. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    143 votes

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

  11. Make variables required (forbid sending the document if "required" variables are not filled in

    20 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  12. Customers / recipients can edit variables

    43 votes

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

  13. Set Variable formatting passed from CRM (commas in variables)

    128 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

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

    It would appear more professional to have numeric variables to reflect comma separators.

  14. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    59 votes

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

  15. Text formatting for catalog

    18 votes

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

  16. Crop images in Image Block

    58 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  · 

  17. ability to place checkbox over an attachment

    1 vote

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

  18. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    338 votes

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

  19. Ability to choose if a signature is to the left, centered, or to the right aligned.

    11 votes

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

  20. limit ability to clone completed documents

    1 vote

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