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94 results found

  1. Add merge fields to content library

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 

  2. Lock content blocks in place: lock 🔐 position without locking restrict editing

    23 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Lindsey Schocke responded

    The ability to lock content blocks without restricting editing is still needed. Reopening feature request. 

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    Ability to lock content blocks in place so they don't move

  3. Automatically change document status if opportunity is closed.

    20 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  4. Edit items in dropdown field (option to edit the text in the dropdown item)

    27 votes

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

  5. ability to add items to dropdown field in bulk

    21 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

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

    30 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  7. Attachments in Content Library

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  8. Upload Consensus video in PandaDoc

    4 votes

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

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

    106 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  10. Reminders that can be sent to non-signers

    10 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    For example, the purchasing dept. has documents where the customer signs as well as the CFO. However, the CFO isn't doing negotiations, the purchasing dept. is but since they're not a signer, they're not receiving reminders and would like to so they can easily be reminded to follow-up on the outstanding document.

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    Ability to customize reminder notifications to include those who aren't signers.

  11. SFDC visibility across workspaces

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    When in SFDC, there's a lack of visibility as to what's going on with an opportunity since in SFDC it only shows the docs for the workspace you're logged into. Would be great to see all documents for workspaces that a user is a part of.

  12. Schedule Sending documents

    291 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. 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.

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    Automate sending out a document on a weekly basis to specific recipients like timesheets

  13. Automatically approve documents created by the approver

    16 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    Automatically skip or have the option to skip the approval workflow if the approver assigned is the user who created or is sending the document.

  14. Template Privileges

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    Ability to give external users access to edit templates within an iFrame.

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