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198 results found

  1. Notification for signed but did not hit the Finish button

    23 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Angelica Lapat supported this idea  · 

  2. Merge vertical cells in Pricing table

    58 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Angelica Lapat supported this idea  · 

  3. Show "Time to Close" in HubSpot once document has been "completed"

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Angelica Lapat supported this idea  · 

  4. HubSpot Access on Document upon Completion

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Angelica Lapat supported this idea  · 

  5. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    100 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Angelica Lapat supported this idea  · 

  6. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    131 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) 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!

    Angelica Lapat supported this idea  · 

  7. Customize who receives email notifications

    74 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Angelica Lapat supported this idea  · 

  8. Spellchecker: Spell Check in App like Grammarly

    292 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Angelica Lapat supported this idea  · 

  9. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Angelica Lapat supported this idea  · 

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

    122 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.

    Angelica Lapat supported this idea  · 

  11. Export all documents list with statuses and other information

    17 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Angelica Lapat supported this idea  · 

  12. [Master settings] Custom variables sharing across templates

    12 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Angelica Lapat supported this idea  · 

  13. Close.io

    79 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, 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!

    Angelica Lapat supported this idea  · 

  14. Change Default Signature Color

    45 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

    Angelica Lapat supported this idea  · 

  15. remove decline option

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Angelica Lapat supported this idea  · 

  16. Have separate Unsubscribe from notifications and Decline options under PandaDoc notification message

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Angelica Lapat supported this idea  · 

  17. Variable Calculations: Basic Mathematical Operations

    56 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Angelica Lapat commented  · 

    A way to add a formula to a form, simple lookup or multiplication are two examples.

    Angelica Lapat supported this idea  · 

  18. option for biometric/fingerprint signature

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Angelica Lapat shared this idea  · 
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