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143 results found

  1. Ability to Edit During the Document Approval Workflow Process

    73 votes
    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    How important is this to you?
    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!

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

  2. Disable option to create a new account under specific domain

    3 votes
    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  3. Ability to submit a support ticket in the mobile app

    1 vote
    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) shared this idea  · 

  4. Populate signature automation

    1 vote
    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) shared this idea  · 

  5. Recurly

    5 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  6. create hubspot ticket (task) once once PandaDoc is submitted

    7 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  7. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    160 votes
    13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  8. Shrink to Fit (8.5x11) Uploaded PDF's to avoid page break

    4 votes
    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  9. Option for Email Aliases

    14 votes
    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  10. Salesforce: Release notes for recent changes

    7 votes
    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  11. Ability to use the collect card details field in relation to Chargify/Maxio

    4 votes
    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  12. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    442 votes
    68 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  13. Merge vertical cells in Pricing table

    57 votes
    5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  14. Drop down menu in forms that will populate fields based on drop down selection

    11 votes
    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  15. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    9 votes
    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  16. [Quote Builder] Transfer data functionality

    15 votes
    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  17. Link different types of fields

    1 vote
    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) shared this idea  · 

  18. Bulk Send via API

    11 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  19. Renewal Reminder Customised Message

    10 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  20. Search cross workspaces for documents

    24 votes
    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?
    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 
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