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38 results found

  1. More formatting options for numbering lists

    38 votes

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    7 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

    9 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  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) shared this idea  · 

  6. Allow additional page formats and custom sizes

    92 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  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. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    333 votes

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    44 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

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    AdminRaena Aniban (Admin, PandaDoc) commented  · 

    From a customer, ability to select a number to a separate block.

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

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

    60 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  · 

  10. [Bulk Action] Mass download templates

    38 votes

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    1 comment  ·  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  · 

  11. 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  · 

  12. 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  · 

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

    138 votes

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    29 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Community Forums Manager, 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!

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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  · 

  14. 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  · 

  15. Reminder customization: Customize the text in reminder message

    321 votes

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

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

    14 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  17. Schedule Sending documents

    222 votes

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

  18. 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  · 

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

    98 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  · 

  20. 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  · 
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