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68 results found

  1. Reporting: Time a document is waiting to be approved when sent to approver

    34 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  2. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    439 votes

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    68 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Currency formatting

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  3. [Content Library] Bulk download content library items

    23 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  4. Background images supported with smart content

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  5. Restrict the ability to invite guest licenses (collaborators) to the admin role only.

    34 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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!

    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  6. Change reminders via API

    37 votes

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    3 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    On roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  7. Pass files from CRM to Pandadoc

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  8. Duplicate document from inside of it

    32 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  9. [Comments] Include comments in the downloaded doc

    27 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  10. Lock fields position on a template/document

    48 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  11. Set a Saved Message on the template level

    43 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  12. Default Saved Message: automatically choose a saved message for a document

    15 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  13. The ability to archive templates in the workspace

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  14. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    170 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being evaluated  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hi,

    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

    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  15. 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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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  16. 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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  17. Reporting feature option will only export the email of the recipients

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  18. Set messages for Chat as Public by default

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  19. Customize who receives email notifications

    74 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 

  20. Auto-fill sender's signature once the document is signed by the client

    44 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea  · 
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