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212 results found

  1. Customize PDF name

    2 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Thomas Hayes commented  · 

    Ability to set a custom name on a downloaded pdf. For example, have the name of the document plus the recipient name as the pdf name.

    Thomas Hayes supported this idea  · 

  2. Retroactively Attach PDF in Salesforce Opportunity

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  3. Ability to link PD documents to Freshsales deals

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  4. freshsales

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  5. Upload custom font via file upload

    76 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes supported this idea  · 

  6. report how many documents created by week

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Thomas Hayes shared this idea  · 

  7. Adjust / reduce the spacing (move closer) between two blocks

    19 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes commented  · 

    Ability to adjust the space in between bullet points

    Thomas Hayes supported this idea  · 

  8. Email formatting

    24 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Thomas Hayes supported this idea  · 

  9. pricing table subtotal add text

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Thomas Hayes shared this idea  · 

  10. move template from production to staging without retagging fields

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Thomas Hayes shared this idea  · 

  11. Dark mode for UI

    21 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes supported this idea  · 

  12. Custom Fonts for each Heading

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes shared this idea  · 

  13. background color shape

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes shared this idea  · 

  14. Bulk download on Inbox page

    2 votes

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

  15. profit margin exclude table

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Thomas Hayes shared this idea  · 

  16. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    285 votes

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    50 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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.

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    Thomas Hayes commented  · 

    Ability to send multiple instances of a bulk send to the same email

    Thomas Hayes supported this idea  · 

  17. Allow a PandaDoc user to see when an expired document is opened

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Thomas Hayes supported this idea  · 

  18. Bulk sign: Ability to sign multiple documents at once in the inbox.

    69 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Thomas Hayes supported this idea  · 

  19. [Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)

    59 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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!

    Thomas Hayes supported this idea  · 

  20. [Bulk Send] delivery report

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Thomas Hayes shared this idea  · 
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