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144 results found

  1. Compliance NOM 151

    12 votes

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

  2. Disable the option to edit a completed document

    28 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  3. [Pipedrive] map document status with Deal status

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  4. provide csv or report of bulk send recipients that havent signed

    12 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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  5. Text formatting for saved messages

    32 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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!

  6. Transfer / swap user licenses from one user to another

    33 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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!

  7. Simplify Manual to Complete Status Change

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  8. Add documents to a bundle

    13 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  9. switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status

    11 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  · 

  10. Variables with Dropdown option AND/OR Repeatable Fields

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  11. [Dashboard] Select period more than 1 year in Dashboard

    39 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  12. ACH Authorize.net payment via PandaDoc in Ev2

    22 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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  13. Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.

    18 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  14. Recipient Feedback

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  15. Two way sync with Pipedrive

    43 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for sharing your request! While this feature isn't available yet, we're excited to let you know it’s in our plans and development will begin soon. Once it's ready, we'll announce it through our product newsletter and an in-app alert in PandaDoc. Stay tuned, and thanks again for your feedback!

  16. Pull product data from Freshsales to pricing tables

    26 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  17. Be able to change own license type as Account Owner

    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  · 

  18. Alerts to Sender when Document is not Viewed/Signed

    30 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea. 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!

  19. Improve Product Catalog

    15 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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  20. Create Contacts with No Email

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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