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254 results found

  1. Notifications about all document changes and updates for all recipients

    21 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  2. Expiration date for published forms

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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  · 

    The ability to change the expiration date for Form documents in Expiration settings after the Form has been published.

  3. change custom variable format

    8 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    Change the order of the custom variables on the variables list in the PandaDoc editor.

  4. Ability to set an expiration date for the document for "today/by the end of the day".

    13 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) supported this idea  · 

  5. The ability to delete any amount of documents in bulk.

    4 votes

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

  6. Change the order in which the fillable fields can be completed: from top to bottom, instead of left to right

    7 votes

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

  7. Edit / customize text in all email notifications including Completion or Signed Email Message

    245 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    The ability to provide a message on the document completed email -- and just that one not the email when the document is initially sent.

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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    The ability to change the sending email. For example, from docs@email.pandadoc.net to christopher.ragland@pandadoc.com.

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

  8. The ability to map a discount set in a flat amount for a Text field with Hubspot.

    2 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  · 

  9. Recover deleted Form [Workaround in comments]

    8 votes

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

  10. Move user(s) between workspaces

    5 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) commented  · 

    The ability to move users in bulk.

  11. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    97 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    For example, a document that was sent, signed, completed and then edited and sent back out. Can we have the option to download the version of the document that was sent first?

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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    For example, if a document was edited and put into draft status and no changes were made to the document.

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

  12. Downloading attachments along with the document they are attached to

    180 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    Right now -- attachments have to be downloaded separately and not with the PDF or docx download.

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

  13. Edit the Completed document with saving the signature

    203 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  14. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    97 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    Right now, when a recipient is moving through a document, the yellow arrow will skip over fields that are not required. This request is for that yellow arrow to not skip over the optional fields.

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

  15. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    183 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  16. Update font type/size without having to use a theme.

    2 votes

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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  · 

  17. Create document folders for each contact (client) in bulk

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    For example, the PD user has hundreds of clients and would like a folder for each client.

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

  18. The ability to center / align all information in the pricing table (QTY, Price, etc).

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    Also, the ability to center the information in the middle of the cell.

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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    To be more specific -- certain columns allow for editing of the alignment of the information, and others do not. It can make the pricing table look unorganized.

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

  19. The ability to have the headers in the pricing table show be vertical and not horizontal.

    1 vote

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

  20. Track Changes (inline commenting, tracks who made changes and past versions)

    25 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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  · 

    To be more specific -- for someone who is not on the PandaDoc account and is not a recipient on the document. Right now, the document cannot be downloaded while in suggest edits mode -- until the suggested edits are taken care of.

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