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

    71 votes

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

    Personalized Signature

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

    23 votes

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

    Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template

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

    225 votes

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    43 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

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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. Hide some pages from one of the signers / recipients

    53 votes

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

    Hide certain pages inside the document

  7. Transfer data from multiple documents to a new document

    6 votes

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    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.

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

    25 votes

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    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 )

  9. Payment Receipt from PandaDoc

    66 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this 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  · 

    Direct invoicing within the PandaDoc app.

  10. Set a Saved Message on the template level

    53 votes

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

    email message body to have templates

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

    24 votes

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    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

  12. 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

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

    34 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

  14. Automatic calculations in fields

    188 votes

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    34 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

  15. 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.

    296 votes

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    52 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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

  16. [Bulk Send] Reporting

    28 votes

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

    Ability to have Bulk send analytics results.

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

    355 votes

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

    ability to unexpire a document.

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

    60 votes

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

    automatic sending of forms to additional recipients

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

    68 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this 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.

    An error occurred while saving the comment
    Arvi Martinez commented  · 

    Ability to send documents to anonymous recipients

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

    214 votes

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

    Replace a keyword with another keyword.

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