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43 results found

  1. Edit the Completed document with saving the signature

    212 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

    Oksana Dubetska 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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    Oksana Dubetska supported this idea  · 

  3. Athena health

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Oksana Dubetska 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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    Oksana Dubetska 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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    Oksana Dubetska supported this idea  · 

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

    140 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Oksana Dubetska commented  · 

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

    Oksana Dubetska supported this idea  · 

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

    345 votes

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    25 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Oksana Dubetska supported this idea  · 

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

    253 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Oksana Dubetska supported this idea  · 

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

    138 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Oksana Dubetska supported this idea  · 

  10. edit sent documents via mobile app

    16 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Oksana Dubetska commented  · 

    Edit expired document in the mobile app

    Oksana Dubetska supported this idea  · 

  11. Document change status option on the mobile app.

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Oksana Dubetska supported this idea  · 

  12. CRM Product fields are passed over tokens/variables

    23 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Oksana Dubetska supported this idea  · 

  13. pass tokens HubSpot to PD forms

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Oksana Dubetska supported this idea  · 

  14. Change Time Zone for Date Variable

    51 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Oksana Dubetska supported this idea  · 

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

    128 votes

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    15 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.

    Oksana Dubetska supported this idea  · 

  16. 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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    Oksana Dubetska supported this idea  · 

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

    25 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Oksana Dubetska supported this idea  · 

  18. 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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    Oksana Dubetska supported this idea  · 

  19. 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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    Oksana Dubetska supported this idea  · 

  20. Descriptive Error Messages

    6 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Oksana Dubetska commented  · 

    If the error occurs due to a signing order, maybe the error message should tell me that right away. As of now, it seems too generic for me.

    Oksana Dubetska supported this idea  · 
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