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212 results found

  1. Dashboard Approval

    13 votes

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

  2. References in the Pricing Table

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Thomas Hayes supported this idea  · 

  3. Ability to set text alignment for a field (center or right align)

    45 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Thomas Hayes supported this idea  · 

  4. optional items for a dropdown field

    9 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Thomas Hayes commented  · 

    Option where more than one item can be selected from dropdown.

    Thomas Hayes supported this idea  · 

  5. Customize pricing table header

    24 votes

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

  6. forms can be renamed by recipient

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Thomas Hayes shared this idea  · 

  7. Change Document Status Within the Document

    68 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Thomas Hayes commented  · 

    A menu where you can change the status in the document, instead of going to the document view.

    Thomas Hayes supported this idea  · 

  8. Pass document public URL via Zapier

    47 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Being evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    Thomas Hayes supported this idea  · 

  9. HubSpot Access on Document upon Completion

    8 votes

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

  10. 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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    Thomas Hayes commented  · 

    When all fields are optional they are a hard to see grey. It would be nice if they were colored, even when all were set to optional

    Thomas Hayes supported this idea  · 

  11. Tokens/Variables in saved messages / email body or subject

    198 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding tokens/variables in saved messages and email. 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.

    Thomas Hayes supported this idea  · 

  12. Option to define the template which document was created from

    57 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Thomas Hayes supported this idea  · 

  13. Set default page size and margin to be applied with the theme

    21 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes supported this idea  · 

  14. Lever

    17 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  15. Block ' assign' fields

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Thomas Hayes supported this idea  · 

  16. Reset workflow when duplicating a template

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Thomas Hayes shared this idea  · 

  17. Created documents get put in folder you are in

    4 votes

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

  18. Customers / recipients can edit variables

    40 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Thomas Hayes commented  · 

    A custom variable that can be filled by a recipient. As an example, you could create a variable for the name of a company, and the recipient wil be able to input their company name, and it will autopopulate the variable on the recipients end.

    Thomas Hayes supported this idea  · 

  19. Multiple Stripe accounts per workspace

    31 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  20. contact's variables in variable list in the Opportunity in Salesforce

    9 votes

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