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41 results found

  1. Transfer data from multiple documents to a new document

    5 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.

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

    17 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 )

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

    82 votes

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    Idea  ·  15 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.

  4. Set a Saved Message on the template level

    17 votes

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

    email message body to have templates

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

    19 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

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

    15 votes

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    4 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

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

    2 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

  8. Remove old documents automatically: to have the trash bin automatically delete all after a set time

    17 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Arvi Martinez commented  · 

    Auto Remove function

  9. Stop auto-population of recipients in Salesforce

    8 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Arvi Martinez commented  · 

    Remove CC'd recipients permanently

  10. Automatic calculations in fields

    83 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Arvi Martinez commented  · 

    fx field

  11. 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.

    155 votes

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    Idea  ·  29 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Arvi Martinez commented  · 

    2 signatures 1 email address

  12. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    189 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Arvi Martinez commented  · 

    ability to unexpire a document.

  13. Ability to use conditional content in Zapier/Integromat.

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Arvi Martinez supported this idea  · 

  14. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    35 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Arvi Martinez commented  · 

    automatic sending of forms to additional recipients

  15. Send documents with unassigned fields: No need to assign fields

    48 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Arvi Martinez commented  · 

    Ability to send documents to anonymous recipients

  16. Find and Replace All feature within a document / template

    128 votes

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    Idea  ·  16 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Arvi Martinez commented  · 

    Replace a keyword with another keyword.

  17. Change Document Status option in the Document view Itself

    63 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Arvi Martinez commented  · 

    ability to change the status within the document.

  18. Change account timezone within the system

    64 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Arvi Martinez commented  · 

    Change time zone in a document

  19. get rid of the content library panel?

    2 votes

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

    As per customer "I would recommend getting rid of the content library and just putting everything under templates that you can reuse"

    Arvi Martinez supported this idea  · 

  20. Change order of documents in a bundle

    8 votes

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

    feature to drag documents in order.

    Arvi Martinez supported this idea  · 
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