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28 results found

  1. More formatting options for numbering lists

    53 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Raena Aniban supported this idea  · 

  2. PDF field recognition improvements

    12 votes

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

  3. disable email forwarding

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Raena Aniban shared this idea  · 

  4. Change the placeholder of variables and automatically make a hyperlink in PandaDoc from Hubspot

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Raena Aniban shared this idea  · 

  5. Custom page sizes

    98 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  6. Edit items in dropdown field (option to edit the text in the dropdown item)

    27 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Raena Aniban supported this idea  · 

  7. Pass images from CRMs to documents using tokens/variables

    67 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Raena Aniban supported this idea  · 

  8. [Bulk Action] Mass download templates

    51 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Raena Aniban supported this idea  · 

  9. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    152 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Raena Aniban commented  · 

    Request from a customer, to have an option to add a document status aside from default.

    Raena Aniban supported this idea  · 

  10. Auto-reminders: customize the text in reminder message

    340 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Raena Aniban supported this idea  · 

  11. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

    29 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Raena Aniban supported this idea  · 

  12. Schedule Sending documents

    292 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Early Access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi,

    Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.

    We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.

    To learn more about how it works, check out our Help Center article.

    Thank you for voting for this idea – your feedback is what got it built.

    Igor, Product team @ PandaDoc

    Raena Aniban supported this idea  · 

  13. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

    121 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    Hi there. Thank you for submitting this 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!

    Raena Aniban supported this idea  · 

  14. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    355 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Raena Aniban supported this idea  · 

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

    451 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

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

    Raena Aniban supported this idea  · 

  16. Ability to use clickable links as variable values

    33 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    Raena Aniban supported this idea  · 

  17. Payment required to complete the document

    67 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Raena Aniban supported this idea  · 

  18. Support Loom video embed in documents

    50 votes

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

    Raena Aniban supported this idea  · 

  19. Witness Signatures: Sign with a witness feature

    83 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Raena Aniban supported this idea  · 

  20. Quickbooks Desktop

    80 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

    Raena Aniban supported this idea  · 
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