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40 results found

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

    65 votes

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    Idea  ·  14 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.

  2. Set a Saved Message on the template level

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Arvi Martinez commented  · 

    email message body to have templates

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

    17 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

  4. Access and complete the form without entering an email address

    6 votes

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    3 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

  5. 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

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

    16 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Arvi Martinez commented  · 

    Auto Remove function

  7. Stop auto-population of recipients in Salesforce

    8 votes

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

    Remove CC'd recipients permanently

  8. Automatic calculations in fields

    69 votes

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    Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Arvi Martinez commented  · 

    fx field

  9. 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.

    127 votes

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    Idea  ·  23 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Arvi Martinez commented  · 

    2 signatures 1 email address

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

    158 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Arvi Martinez commented  · 

    ability to unexpire a document.

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

    4 votes

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

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

    29 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Arvi Martinez commented  · 

    automatic sending of forms to additional recipients

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

    40 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Arvi Martinez commented  · 

    Ability to send documents to anonymous recipients

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

    104 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Arvi Martinez commented  · 

    Replace a keyword with another keyword.

  15. Change Document Status option in the Document view Itself

    59 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Arvi Martinez commented  · 

    ability to change the status within the document.

  16. Change account timezone within the system

    60 votes

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

    Change time zone in a document

  17. 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  · 

  18. Change order of documents in a bundle

    7 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  · 

  19. Option to record the content of the PandaDoc emails to live in HubSpot.

    1 vote

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

  20. Recurring monthly payments in Pricing table: set recurring payments in payment gateways

    57 votes

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    12 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Arvi Martinez commented  · 

    option to create a recurring payment through a document.

    Arvi Martinez supported this idea  · 
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