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197 results found

  1. Reminder customization: Customize the text in reminder message

    369 votes

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    36 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Angelica Lapat supported this idea  · 

  2. Selective Notification Options For Different Documents (Disable completed document notifications on specific documents)

    54 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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  · 
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    Angelica Lapat commented  · 

    Ability to turn off notifications for certain documents

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    Angelica Lapat commented  · 

    Ability to opt-out from receiving email notifications from form responses that I get. - josh.laica@ricksfencing.com

  3. Document details

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Angelica Lapat shared this idea  · 

  4. Vertical placement of fields

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Angelica Lapat commented  · 

    set portrait orientation with landscape-oriented data fields

    Angelica Lapat supported this idea  · 

  5. CompanyCam

    5 votes

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

  6. Saved messages feature on mobile app

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Angelica Lapat supported this idea  · 

  7. content library in mobile app

    6 votes

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

  8. open expired document from the dashboard

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Angelica Lapat shared this idea  · 

  9. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    41 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Looking forward to our conversation!

    Thanks, Alex

    Angelica Lapat supported this idea  · 

  10. Set client's default email subject (automatic subject)

    101 votes

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

  11. Ability to See Attachments on Mobile App - Ios

    13 votes

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

  12. Apply the search in the product catalog to similar words, not just identical ones

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Angelica Lapat shared this idea  · 

  13. Convert a form to a template

    123 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

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

    Angelica Lapat supported this idea  · 

  14. [Reporting] Reporting based on document tags

    35 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Angelica Lapat commented  · 

    Ability to export reports on documents with tags associated with each document.

  15. Restrict the ability to invite guest licenses (collaborators) to the admin role only.

    38 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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!

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    Angelica Lapat commented  · 

    "Is it possible to turn off the external collaborators function for our users? We really don't want our users having the permission to send out invites for guest collaborators." - michael@procurify.com

    Angelica Lapat supported this idea  · 

  16. Ability to Zoom-in and Zoom-out on document with the help of built-in feature

    74 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding zooming in or out of the document. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
    We appreciate your understanding.

    Angelica Lapat supported this idea  · 

  17. Notifications for non-document participants (non senders)

    89 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Angelica Lapat supported this idea  · 

  18. Tokens cross-object population for Salesforce

    31 votes

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

  19. Lock fields position on a template/document

    54 votes

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

    Remove the ability to add fillable fields from document senders when creating a document from a template.

    Angelica Lapat supported this idea  · 

  20. Reminders that can be sent to non-signers

    8 votes

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