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39 results found

  1. More formatting options for numbering lists

    47 votes

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    10 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!

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  2. Customize doc/temp/catalog list view columns

    17 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  3. PDF field recognition imporvements

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  4. disable email forwarding

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) shared this idea  · 

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

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) shared this idea  · 

  6. Custom page sizes

    94 votes

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

    26 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

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

    63 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) 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:

    - You can use Conditional Content to pass images as variables. Please see more here.

    - Passing images is also available via Pricing table or Quote Builder. Check this link for more info.

    If you need help with the set up, please feel free to reach out to our Support team for assistance! 

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

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  9. [Bulk Action] Mass download templates

    45 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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!

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  10. Sequence number visible in Pipedrive integration document list

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  11. Filter document by year

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

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

    145 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) commented  · 

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

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  13. Margins in the theme section

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) commented  · 

    A request to check the possibility to change the margins in the theme section or to change the margins for all of the blocks.

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  14. Reminder customization: Customize the text in reminder message

    354 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

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

    23 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  16. Schedule Sending documents

    252 votes

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    25 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  17. Close.io

    79 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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 the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, 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
    AdminRaena Aniban (Admin, PandaDoc) commented  · 

    Looking forward to see close.io to be compatible with editor 2.0 very soon please.

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

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

    108 votes

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

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  19. webhook trigger for completed and expired documents

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) shared this idea  · 

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

    323 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 
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