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232 results found

  1. ability to invite users to access the billing panel

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jomarie Papas supported this idea  · 

  2. Pricing Table - set up Default Tax: Tax calculations

    52 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Jomarie Papas supported this idea  · 

  3. Please create a paid document signing only subscription

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Jomarie Papas supported this idea  · 

  4. Default size and font for a field

    51 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

    Jomarie Papas supported this idea  · 

  5. Add footer and page background to content library items

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Jomarie Papas shared this idea  · 

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

    203 votes

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    34 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.

    Jomarie Papas supported this idea  · 
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    Jomarie Papas commented  · 

    Can we use tokens or merge fields in the send document window or subject line with the ActiveCampaign native integration?

  7. Detailed reporting: Date Filter, Content Library, Upcoming Renewals

    30 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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!

    Jomarie Papas supported this idea  · 

  8. Add Image Library to banner side/enable full access to edit Image Library

    17 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Jomarie Papas supported this idea  · 

  9. Export details - Audit Trail

    141 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jomarie Papas supported this idea  · 

  10. Gridlines / Ruler

    26 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jomarie Papas supported this idea  · 

  11. Drop-down field to select several options

    19 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jomarie Papas supported this idea  · 

  12. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Jomarie Papas supported this idea  · 

  13. Lock fields position on a template/document

    54 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jomarie Papas supported this idea  · 

  14. Move documents across workspaces and keep the statuses

    248 votes

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    35 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Jomarie Papas supported this idea  · 

  15. Fonts for signatures - Set Default font option or Add Font for Signature Field

    41 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jomarie Papas supported this idea  · 

  16. Capsule CRM

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Jomarie Papas supported this idea  · 

  17. Link/unlink documents to/from Contacts and Company objects in Hubspot

    45 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Jomarie Papas supported this idea  · 

  18. Pre-sign template (or a Form): Fill in signature on template level

    265 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Jomarie Papas supported this idea  · 

  19. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    141 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jomarie Papas supported this idea  · 

  20. Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jomarie Papas supported this idea  · 
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