Settings and activity

33 results found

1. block content blocks for recipients during redlining

   7 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →

2. introduce a new endpoint to return a list of related Notary requests from the input of a PD document-id

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   List Notarization Requests

   AdminAlexandrea Walters (Admin, PandaDoc) supported this idea  ·  Feb 28, 2025

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

   357 votes

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   26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   AdminAlexandrea Walters (Admin, PandaDoc) supported this idea  ·  Jan 8, 2025

4. Bulk sign: Ability to sign multiple documents at once in the inbox.

   76 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

5. Webhook retries - If PandaDoc detects the hook hasn’t been accepted - retry automatically.

   24 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
   Solution Exists  ·  Valeryia Baranava responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

   PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.

   For more information, please check the link below:

   Debugging and Retries

   AdminAlexandrea Walters (Admin, PandaDoc) supported this idea  ·  Nov 22, 2024

6. Change document status to "In Process" after one of multiple recipients has signed.

   10 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →

7. replace the PDF source file with API call.

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   AdminAlexandrea Walters (Admin, PandaDoc) supported this idea  ·  Jul 9, 2024

8. Edit uploaded PDFs

   307 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   AdminAlexandrea Walters (Admin, PandaDoc) supported this idea  ·  Jul 8, 2024

9. Duplicate document from inside of it

   34 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   New PandaDoc editor

   AdminAlexandrea Walters (Admin, PandaDoc) supported this idea  ·  Jun 25, 2024

10. choose specific time of day for document expiration

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    129 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    AdminAlexandrea Walters (Admin, PandaDoc) supported this idea  ·  Jun 25, 2024

11. When signature forwarding, it will automatically update other fields or variables

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    AdminAlexandrea Walters (Admin, PandaDoc) shared this idea  ·  Apr 25, 2024

12. HubSpot: Preserve formatting when syncing rich text fields

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
    Valeryia Baranava responded
    AdminAlexandrea Walters (Admin, PandaDoc) supported this idea  ·  Apr 25, 2024

13. Validation signature stamps

    41 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Signature manifestation

    AdminAlexandrea Walters (Admin, PandaDoc) supported this idea  ·  Apr 23, 2024

14. report of recipients who haven’t signed and also who have signed documents

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    AdminAlexandrea Walters (Admin, PandaDoc) supported this idea  ·  Apr 17, 2024

15. End users can not re-start a form if there’s an existing open document for that form.

    49 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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!

    AdminAlexandrea Walters (Admin, PandaDoc) supported this idea  ·  Apr 11, 2024

16. ACH Authorize.net payment via PandaDoc

    26 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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!

    AdminAlexandrea Walters (Admin, PandaDoc) supported this idea  ·  Apr 9, 2024

17. Contract Lifecycle Management (CLM)

    74 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    Early Access  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Good news: we have already implemented this feature, and it's now ready for Early Access. For more information, please click the link below!

    Contract Lifecycle Management (CLM) overview

    AdminAlexandrea Walters (Admin, PandaDoc) supported this idea  ·  Apr 9, 2024

18. [Quote Builder]: Support Quotes on DocX Download

    35 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Download documents as .docx

    AdminAlexandrea Walters (Admin, PandaDoc) supported this idea  ·  Apr 9, 2024

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

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    67 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    AdminAlexandrea Walters (Admin, PandaDoc) supported this idea  ·  Mar 21, 2024

20. Sharing multiple content library items across workspaces

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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!

    AdminAlexandrea Walters (Admin, PandaDoc) shared this idea  ·  Mar 14, 2024