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11 results found

  1. Update Contacts via mobile app

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Gene Castillo shared this idea  · 

  2. Image library: bulk upload feature for images

    70 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Being evaluated  ·  AdminChristopher Ragland (Community Forums Manager, 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!

    Gene Castillo supported this idea  · 

  3. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    43 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Community Forums Manager, 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!

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    Gene Castillo commented  · 

    Ability to customize document status for CRM or other usage

  4. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    21 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gene Castillo commented  · 

    Ability to change the color, hide, and design the checkbox to an extent

  5. Bulk Send: Download all completed documents in one

    14 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gene Castillo supported this idea  · 

  6. Payment reminders

    120 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Being evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you so much for your idea – 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 immediate product roadmap for the next couple of 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

  7. View Integration Connection Status by User

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gene Castillo commented  · 

    Admin can see all integrations setup by members in their individual workspaces

  8. Auto name Documents with tokens / Use variables in Document and Forms titles

    302 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gene Castillo supported this idea  · 

  9. Update role variables

    24 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gene Castillo commented  · 

    When a company changes names, auto update on documents

  10. Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page

    22 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Gene Castillo commented  · 

    Ability to disable the grids on a document so you can freely place objects

  11. Close.io

    79 votes

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    13 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, 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!

    Gene Castillo supported this idea  ·