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45 results found

  1. Edit the Completed document with saving the signature

    197 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

  2. ability to pass the document to On Hold status

    4 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

  3. Athena health

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) shared this idea  · 

  4. Copper - pass Work phone number as a token

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) shared this idea  · 

  5. More Copper Variables

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

  6. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    129 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) commented  · 

    Ability to add a custom line as (references/description, etc.) to the contact in PandaDoc

    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

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

    303 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

  8. Edit / customize text in all email notifications including Completion or Signed Email Message

    235 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

  9. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

    121 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi! Thank you so much for sharing your perspective. While we currently don’t offer this feature, we put forward the following solution, that may help you cover this scenario, namely:

    Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.

    We hope this suggestion can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

  10. edit sent documents via mobile app

    14 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) commented  · 

    Edit expired document in the mobile app

    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

  11. Document change status option on the mobile app.

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

  12. Payment reminders

    136 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

  13. CRM Product fields are passed over tokens/variables

    21 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

  14. pass tokens HubSpot to PD forms

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

  15. Change Time Zone for Date Variable

    45 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

  16. Set Variable formatting passed from CRM (commas in variables)

    116 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

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

    22 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

  18. Documents via link sharing should only be accessible to the intended recipient

    23 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

  19. Incorporating signatures from other docs to a PandaDoc

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 

  20. 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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    AdminOksana Dubetska (Customer Support, PandaDoc) supported this idea  · 
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