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36 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. More Copper Variables

    7 votes

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

  3. 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  · 

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

    353 votes

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

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

    254 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  · 

  6. 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  · 

  7. 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  · 

  8. Document change status option on the mobile app.

    9 votes

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

  9. 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  · 

  10. 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  · 

  11. 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  · 

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

    130 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  · 

  13. 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  · 

  14. 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  · 

  15. 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  · 

  16. Descriptive Error Messages

    6 votes

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    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  · 

  17. Specify what type of signature is allowed - i.e. "draw" on kiosk form, but select on mobile

    5 votes

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

  18. 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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    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  · 

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

    32 votes

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

  20. Custom Line spacing option inside design section (including TOC)

    12 votes

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