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139 results found

  1. [Bulk Action] Add fields

    7 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  2. Widen sidebar/panel

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) shared this idea  · 

  3. Add document to be sent trigger HubSpot

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) shared this idea  · 

  4. sku lines bulk delete all items

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) shared this idea  · 

  5. Reminder customization: Customize the text in reminder message

    344 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  6. making corrections on signed document

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  7. Share via link automation: The ability to automate the share via link feature. Would like a means of uploading the unique link URL to

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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  8. Ability to draw on the document/template

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  9. Copper link to deal ev2

    20 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  10. Option to test payment on a document using Stripe (sandbox)

    25 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  11. [Reporting] Salesforce Activity

    7 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

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

    191 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding tokens/variables in saved messages and email. 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.

  13. Chat feature in templates

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) shared this idea  · 

  14. Attachments visible from the document view for the recipient: embedding an attachment into a document

    21 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  15. Set fields as "not required"/"optional" by default

    13 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  16. Option for deleting multiple pages in a document or template

    65 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  17. Ability to turn off specific notification emails sent to recipients.

    115 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  18. Export recipient replies via Bulk send into CSV

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  19. [Localization] Variables displayed in other languages

    14 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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  20. Signature Certificate: Hide or Remove Information from signature certificate

    77 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (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!

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 
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