Settings and activity

144 results found

1. Automations for Monday CRM.

   18 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Sep 20, 2023

2. Preview document before sending

   38 votes

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   11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Sep 19, 2023

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

   10 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Sep 19, 2023

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.

   27 votes

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   Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Sep 15, 2023

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

   25 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  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!

   An error occurred while saving the comment
   AdminBrooke Williams (Customer Support Associate, PandaDoc) commented  ·  Sep 14, 2023  ·  Edit…  ·  Delete…

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

   Save Submitting...
   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Sep 14, 2023

6. [Bulk action] Change Status of Multiple Documents at Once

   43 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Sep 13, 2023

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

   10 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Sep 11, 2023

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

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   29 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 19, 2023

9. Page number visible in web version

   234 votes

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

   The status of this suggestion is currently unchanged. Please check back for updates.

   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 13, 2023

10. Pass product description from Pipedrive to PandaDoc pricing table

    32 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  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!

11. Smartsheet

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Jun 13, 2023

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

    40 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  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!

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Mar 16, 2023

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

    64 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Mar 9, 2023

14. Ability to type in a date field

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Mar 8, 2023

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

    15 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Feb 7, 2023

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

    23 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Feb 7, 2023

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

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Feb 6, 2023

18. Spellchecker: Spell Check in App like Grammarly

    292 votes

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

    The status of this suggestion is currently unchanged. Please check back for updates.

19. Multiple selection for radio buttons: Enable multiple optional items in Radio Buttons to be able to choose as many options as needed

    28 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Dec 7, 2022

20. Use custom variables/fields in forms

    62 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Early access  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,
    Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to john.koenig@pandadoc.com.

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Nov 22, 2022