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25 results found

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

    99 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!

    support supported this idea  · 
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    support commented  · 

    This would be so helpful for us to provide action prompts within a sales document.

  2. Greater or Less than logic in smart content

    19 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    support supported this idea  · 

  3. Smart Content with "OR" conditional rule, when using variables

    26 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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  4. Fields move automatically with text blocks: link fields to blocks

    111 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    support supported this idea  · 

  5. Conditional Logic set up in Pricing tables

    211 votes

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    12 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (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!

    support supported this idea  · 

  6. Ability to add payment processing fees

    45 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    support supported this idea  · 

  7. 2 way sync Zoho

    39 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    On roadmap  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    Hi, 

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    support supported this idea  · 

  8. Replace source file for bundled documents

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  9. Send documents with unassigned fields: No need to assign fields

    58 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update related to your request to have the ability to send documents with unassigned fields. After careful consideration and further analysis, we have adjusted its status to "Being Evaluated."

    This change allows us to further explore the feasibility and impact of this enhancement, 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 and patience as we take the time to thoroughly evaluate this potential improvement. Your feedback is invaluable to us, and we're committed to keeping you informed on our progress.

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    support commented  · 

    This would cut down on the content I have to manage by 75%. This is business critical, please enable the ability to delete unassigned fields or send with unassigned fiends.

    support supported this idea  · 

  10. Move documents across workspaces and keep the statuses

    186 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  11. Save entire page with header/footer in the content library

    62 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not planned  ·  Molly Abrams 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!

    support supported this idea  · 

  12. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    113 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  13. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    121 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    support supported this idea  · 

  14. Find and Replace All feature within a document / template

    169 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    support supported this idea  · 

  15. Combine/Merge Templates & Documents

    93 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  16. Spellchecker: Spell Check in App like Grammarly

    259 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  17. Edit the Completed document with saving the signature

    194 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    support supported this idea  · 

  18. Calculated Variables in Pricing tables

    78 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

    support supported this idea  · 

  19. Set Variable formatting passed from CRM (commas in variables)

    107 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    support supported this idea  · 

  20. Different Header/Footers for Each Page

    135 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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