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253 results found

  1. Recipient Groups in Forms

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    And with Smart Forms

  2. Deactivate team member invitations that have been sent out by users who have been removed from the workspace

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  3. Add background image to a header

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    To the footer as well

  4. [Monday] Recipient mapping

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    Right now, the behavior is that only the email address will convert to the PandaDoc recipient, and the user will have to go and add first and last name so the recipient does not sign a document with the email address.

    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 

  5. Ability to set indentation for headings

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  6. Pricing table - add Price columns without manipulating subtotal/total

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  7. Lock Smart Content fields positioning in a document

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  8. Ability to suggest edits using Microsoft Word with bundled documents

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  9. Ability to use Pipedrive automations with Quote Builder block

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  10. Ability to use Tax with Zoho Deals

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  11. HTML to IMG - API

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  12. Page layout UX improvements

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  13. Pipedrive upload PDF of documents other than Completed in History

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  14. Salesforce formula field - using a dynamic Template + Opportunity for document name

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  15. Notification when Salesforce package updates are available

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  16. BambooHR automation: Upload completed documents to specific folders in BambooHR

    3 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    With the automation 'Upload PDF to employee file on BambooHR when PandaDoc document status changed' - the ability to upload to a folder other than 'PandaDoc upload'

  17. Update product images via CSV file that have the same image link but the images have been altered

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  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!

    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  18. Pass specific currency formatting to PandaDoc

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  19. Remove deactivated users from approval workflow automatically

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  20. Access Help Center with EU login

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 
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