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26 results found

  1. Edit the Completed document with saving the signature

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

    143 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Other  ·  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.

    An error occurred while saving the comment
    Oksana Dubetska commented  · 

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

    Oksana Dubetska supported this idea  · 

  3. 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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    Oksana Dubetska supported this idea  · 

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

    258 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  · 

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

    139 votes

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

  6. 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  · 

  7. CRM Product fields are passed over tokens/variables

    23 votes

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

  8. 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  · 

  9. 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 Specialist, 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  · 

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

    132 votes

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    16 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  · 

  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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    Oksana Dubetska supported this idea  · 

  12. 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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    Oksana Dubetska supported this idea  · 

  13. ability to adjust text line spacing individually in pricing tables

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    An error occurred while saving the comment
    Oksana Dubetska commented  · 

    The only option as of now would be to either have the font size about 18 so you can adjust the line spacing, or adjust the font to below 18 and the line spacing cannot be changed.
    We need to have the option of adjusting line spacing even the font size is less than 18.

    Oksana Dubetska supported this idea  · 

  14. Working TOC in PDF files: clickable table of contents in PDF

    33 votes

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

  15. Adjust / reduce the spacing (move closer) between two blocks

    20 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Oksana Dubetska supported this idea  · 

  16. [Bulk Action] Update multiple catalog items (duplicate, rename, tags)

    40 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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  · 

  17. Catalog product items usage reporting

    65 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Being Evaluated  ·  Christopher Ragland responded

    Hi, 

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.

    Oksana Dubetska supported this idea  · 

  18. Dynamic variables

    17 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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  · 
    An error occurred while saving the comment
    Oksana Dubetska commented  · 

    If Panda Doc could do a calculation. Our pricing table we add to this document calculates the total value dynamically so our customers can choose options so we can't do a manual update.
    I was hoping we could use a function like [document.value/0.5]
    The deposit values and document values need to be dynamic.

  19. Time field: ability to specify Time along with the Date

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Oksana Dubetska commented  · 

    is there a designated field for a time like there is for a date?

    Oksana Dubetska supported this idea  · 

  20. Update variables in smart content

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Oksana Dubetska shared this idea  · 
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