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47 results found

  1. Option for Email Aliases

    15 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Arvi Martinez commented  · 

    Ability to easily switch or choose two email addresses to send contracts from.

  2. Ability to write and read a message in the chat box on a document through the api

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Arvi Martinez commented  · 

    Ability to update a document chat log via the API

  3. Add an email signature, text formatting, and/or images (logos) to Saved Messages

    68 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Arvi Martinez commented  · 

    Personalized Signature

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

    213 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Arvi Martinez commented  · 

    download a PDF that shows the attachment links as images not text.

  5. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

    54 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Arvi Martinez commented  · 

    I would like to send contractors a form with a pricing table, where they bid on the prices, so the price would need to be completed by the recipient and sent to me. I want to create a pricing table, but as a form where the recipient can enter the price for each item.

  6. Ability to resend a document to a corrected email address instead of re-sending it to all of the recipient.

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Arvi Martinez commented  · 

    ability to edit an email address for sent documents without the need of resending the entire document again.

    Arvi Martinez shared this idea  · 

  7. Hide some pages from one of the signers / recipients

    51 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Arvi Martinez commented  · 

    Hide certain pages inside the document

  8. Undo catalog update

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Arvi Martinez commented  · 

    Ability to restore old catalog pricing.

  9. Transfer data from multiple documents to a new document

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Arvi Martinez commented  · 

    Ability to transfer data to an invoice using automation.

  10. Alternative Email Addresses for Contacts: Option to add several (2 or more) email addresses for 1 contact

    24 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Arvi Martinez commented  · 

    Ability to add an alternate email address in the profile settings. ( PD app )

  11. Payment Receipt from PandaDoc

    65 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but 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!

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    Arvi Martinez commented  · 

    Direct invoicing within the PandaDoc app.

  12. Fields move automatically with text blocks: link fields to blocks

    136 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Arvi Martinez commented  · 

    a way to either lock the position of the radio button or have it move with the document text when a variable is entered.

  13. Set a Saved Message on the template level

    49 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Arvi Martinez commented  · 

    email message body to have templates

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

    23 votes

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

    customize how the fields show up in the PDF. Right now everything has a square around it, but I'd like it to just be underlined

  15. Access and complete the form without entering any information or email address

    23 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Arvi Martinez commented  · 

    Ability to remove the log in page when a customer clicks the link to view a document

  16. Change document status to viewed when client opens/checks the doc (not our team member)

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Arvi Martinez commented  · 

    remove the doc owner as a viewer

  17. Option to auto delete documents based on certain criteria like time and status

    33 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (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!

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    Arvi Martinez commented  · 

    Auto Remove function

  18. Stop auto-population of recipients in Salesforce

    9 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Arvi Martinez commented  · 

    Remove CC'd recipients permanently

  19. Automatic calculations in fields

    176 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

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    Arvi Martinez commented  · 

    fx field

  20. 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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    Arvi Martinez commented  · 

    2 signatures 1 email address

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