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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  ·  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  · 

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

    65 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Sheena Fabros supported this idea  · 

  3. Better search functionality in Saved Messages search

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Sheena Fabros supported this idea  · 

  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  ·  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!

    Sheena Fabros supported this idea  · 

  5. Hyperlinks in saved mesages

    24 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Sheena Fabros supported this idea  · 

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

    98 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Sheena Fabros supported this idea  · 

  7. Saved messages upload between workspaces

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Sheena Fabros supported this idea  · 

  8. Text formatting for saved messages

    32 votes

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

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

    198 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    Sheena Fabros supported this idea  · 

  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.

    271 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Sheena Fabros supported this idea  · 

  11. Change Document Status Within the Document

    68 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Sheena Fabros supported this idea  · 

  12. Save custom tokens/variables

    31 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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  · 

  13. Use custom variables/fields in forms

    62 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Sheena Fabros supported this idea  · 

  14. Private Contact Option

    11 votes

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

  15. pass line items formatting from hubspot

    22 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Sheena Fabros supported this idea  · 

  16. Pricing Table calculations: Excel Formulas.

    665 votes

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    67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Sheena Fabros supported this idea  · 

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

    45 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Sheena Fabros supported this idea  · 

  18. Email message display

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Sheena Fabros shared this idea  · 

  19. Add attachments to email messages

    10 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Sheena Fabros supported this idea  ·