Settings and activity

19 results found

1. Mass Download "Collect file" field attachments

   53 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Solution exists  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.

   
   

   Sheena Fabros supported this idea  ·  Feb 28, 2022

2. Automatically download the attachments when opening the files added to collect files field

   64 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Sheena Fabros supported this idea  ·  Feb 28, 2022

3. Better search functionality in Saved Messages search

   2 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Sheena Fabros supported this idea  ·  Feb 16, 2022

4. Add an email signature, text formatting, and/or images (logos) to Saved Messages

   68 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Sheena Fabros supported this idea  ·  Feb 16, 2022

5. Hyperlinks in saved mesages

   24 votes

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   Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Sheena Fabros supported this idea  ·  Feb 16, 2022

6. Set client's default email subject (automatic subject)

   97 votes

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   11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   Hi there! Unfortunately 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!

   Sheena Fabros supported this idea  ·  Feb 16, 2022

7. Saved messages upload between workspaces

   6 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Sheena Fabros supported this idea  ·  Feb 16, 2022

8. Text formatting for saved messages

   32 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  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!

   Sheena Fabros supported this idea  ·  Feb 16, 2022

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

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   198 votes

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   31 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  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.

   Sheena Fabros supported this idea  ·  Feb 16, 2022

10. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    269 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Being evaluated  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    
    

    Sheena Fabros supported this idea  ·  Feb 15, 2022

11. Change Document Status Within the Document

    68 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Sheena Fabros supported this idea  ·  Feb 7, 2022

12. Save custom tokens/variables

    31 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Sheena Fabros supported this idea  ·  Jan 12, 2022

13. Use custom variables/fields in forms

    62 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Early access  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,
    Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to john.koenig@pandadoc.com.

    Sheena Fabros supported this idea  ·  Jan 12, 2022

14. Private Contact Option

    11 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Sheena Fabros supported this idea  ·  Nov 23, 2021

15. pass line items formatting from hubspot

    22 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Sheena Fabros supported this idea  ·  Nov 6, 2021

16. Pricing Table calculations: Excel Formulas.

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    663 votes

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    67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote rules

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Sheena Fabros supported this idea  ·  Oct 29, 2021

17. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    43 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Sheena Fabros supported this idea  ·  Oct 28, 2021

18. Email message display

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Sheena Fabros shared this idea  ·  Jul 14, 2021

19. Add attachments to email messages

    10 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Sheena Fabros supported this idea  ·  Jul 14, 2021