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372 results found

  1. reporting data sent to email

    5 votes

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

  2. Add a hyperlink in a text field

    9 votes

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

  3. To be able to highlight text inside a text field or fillable fields

    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  · 

  4. Advanced formatting for the fillable text field: text formatting in fields

    66 votes

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

  5. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

    114 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there. Thank you for submitting this idea! 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  · 

  6. Transfer ownership for Forms

    53 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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  · 

  7. in-person signing for forms

    22 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  8. Limit access to Template/Documents regardless of license type

    7 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  · 

  9. Create and Send document in one API call

    6 votes

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

  10. Option to restrict access to the workspace for the Account owner/Admin

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  11. Guest have admin role

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  12. Auto-update pricing tables and quotes in templates if product catalog is updated manually

    53 votes

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

  13. Decline document button for UI more obvious for recipients

    3 votes

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

  14. Automatically link Salesforce Opportunity ID back to the PandaDoc

    5 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  · 

  15. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    62 votes

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

    Sign more than one time at designated times within a workflow

    Signatory to be in more than 1 place in a signing order. (both senders and recipients)
    would like to identify the position in the workflow.
    Same signatory in multiple places within the workflow.

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

  16. Multiple Workflow options & conditional workflow

    13 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

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

    29 votes

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

  18. Permission: restrict users from downloading unfinished documents (those not completed) in DOCX format

    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  · 

  19. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    86 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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  · 

    Having an email reminder with a threshold of "x" days to the expiration date would be helpful for documents that have been sent such as renewals or new business agreements.

  20. Export details - Audit Trail

    144 votes

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