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251 results found

  1. Find and Replace All feature within a document / template

    207 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Christopher Ragland supported this idea  · 

  2. Schedule Sending documents

    282 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    An error occurred while saving the comment
    Christopher Ragland commented  · 

    The customer has asked if we can make it so that when a Form is embedded on a website and the recipient enters name and email -- the email that is usually sent out can be delayed.

    Christopher Ragland supported this idea  · 

  3. allow payment forwarding after another recipient signs to a user this isnt a recipient

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Christopher Ragland supported this idea  · 

  4. Attachment on Sent documents

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Christopher Ragland supported this idea  · 

  5. pricing table <1

    1 vote

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Christopher Ragland shared this idea  · 

  6. Approval Workflow by Manager after the recipient sign the contract

    29 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Christopher Ragland supported this idea  · 

  7. Expiration date for each signer

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Christopher Ragland shared this idea  · 

  8. Pull info from the text of the doc into the pricing table (price portion)

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Christopher Ragland shared this idea  · 

  9. More Pricing Table Variable Options

    27 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Christopher Ragland supported this idea  · 

  10. Allow individuals outside the workspace and PandaDoc to be able to review documents (not approval workflow)

    1 vote

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Christopher Ragland shared this idea  · 

  11. Bulk sending of multiple documents via link sharing

    15 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Christopher Ragland supported this idea  · 
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