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109 results found

  1. Automations for Monday CRM.

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Brooke Williams supported this idea  · 

  2. Preview document before sending

    20 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Brooke Williams supported this idea  · 

  3. send different email messages to the recipients who are signing the same document

    8 votes

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

  4. Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.

    21 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Brooke Williams supported this idea  · 

  5. Allow Bulk Send to send multiple documents to the same email

    15 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Brooke Williams commented  · 

    Hey team! I have an account this request could highly benefit! Anything on the horizon?

    Brooke Williams supported this idea  · 

  6. Change Status of Multiple Documents at Once

    37 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not planned  ·  AdminMolly Abrams (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, you are able to change the status of all documents at once during a bulk upload. You can learn more here. 


    We hope this feature can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Brooke Williams supported this idea  · 

  7. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Brooke Williams supported this idea  · 

  8. Text blocks values move along and expands with the Fields value if added. Dynamic fields.

    21 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Brooke Williams supported this idea  · 

  9. Page number visible in web version

    195 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Right now, 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.

    Don’t hesitate to reach out if you have any other ideas.

    Brooke Williams supported this idea  · 

  10. Pass product description from Pipedrive to PandaDoc pricing table

    31 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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  11. Smartsheet

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Brooke Williams supported this idea  · 

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

    33 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Brooke Williams supported this idea  · 

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

    56 votes

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    3 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!

    Brooke Williams supported this idea  · 

  14. Ability to type in a date field

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Brooke Williams supported this idea  · 

  15. Default Saved Message: automatically choose a saved message for a document

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Brooke Williams supported this idea  · 

  16. Notification for signed but did not hit the Finish button

    21 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Brooke Williams supported this idea  · 

  17. Partially approved doc status with two groups in separate status pages on your home page

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Brooke Williams shared this idea  · 

  18. Charge pop-up notification before sending the invitation to the account.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Brooke Williams supported this idea  · 

  19. Spellchecker: Spell Check in App like Grammarly

    236 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Right now, 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.

    Don’t hesitate to reach out if you have any other ideas.

  20. Enable multiple optional items in Radio Buttons: to be able to choose as many options as needed

    10 votes

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