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  1. export document data

    14 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    An error occurred while saving the comment
    Angelica Lapat commented  · 

    From ailin.dalmau@jampp.com - for Completed documents
    It will be great to get the following info in a .csv file:
    Document Name
    Status
    Document start date
    Document end date
    Document Amount
    Document Currency
    Customer ID
    Recipients
    Creation Date

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    Angelica Lapat commented  · 

    ability to export the recipient details like knowing the number of documents each recipient has

    Angelica Lapat shared this idea  · 

  2. Export details - Audit Trail

    166 votes

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

  3. Freehand Annotation & Drawing Tools on Documents

    91 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Not Planned  ·  Molly Abrams 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  · 

  4. attach bundle documents as a single file upon completion

    14 votes

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

  5. Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient

    32 votes

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

  6. Auto-Reminders For Bulk Send

    28 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Angelica Lapat commented  · 

    The ability to remove/modify auto-reminders settings for documents in bulk

  7. Slack Channels - Receive Pandadoc Notifications.

    35 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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  · 

  8. Add AND conditional approval statements

    34 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    Angelica Lapat supported this idea  · 

  9. Ability to choose a specific payment date for the recurring charge

    35 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
    An error occurred while saving the comment
    Angelica Lapat commented  · 

    issue a sales contract, and delay the first recurring payment for 30 days.

    Angelica Lapat supported this idea  · 
    An error occurred while saving the comment
    Angelica Lapat commented  · 

    issue a sales contract, and delay the first recurring payment for 30 days.

  10. Vertical alignment for cells in a table

    48 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    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!

    Angelica Lapat supported this idea  · 

  11. Payment reminders

    136 votes

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

  12. [Quote Builder] Format columns like Pricing table

    21 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    [Hyperlink]

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    Angelica Lapat commented  · 

    more options for quote builder layout like the current pricing table layout

    Angelica Lapat supported this idea  · 

  13. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    67 votes

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

  14. Mass update / Edit template Roles and emails assigned to roles in bulk

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Angelica Lapat supported this idea  · 

  15. Approvals are set up on a document level

    85 votes

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    Released  ·  13 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
    Angelica Lapat supported this idea  · 

  16. Automatically download the attachments when opening the files added to collect files field

    71 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    An error occurred while saving the comment
    Angelica Lapat commented  · 

    save the files in Google Drive - info@agencefox.com

    Angelica Lapat supported this idea  · 

  17. The ability to edit fields as you are using the 'Tab' button on the keyboard to navigate.

    12 votes

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

  18. "awaiting your signature" in dashboard

    15 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Angelica Lapat supported this idea  · 
    An error occurred while saving the comment
    Angelica Lapat commented  · 

    "We would love if there could be a dashboard for recipients to view documents they have outstanding/left to sign - as opposed to waiting for the reminder, or for me as the account owner to check the recipient view on my account." - rylee.may@kirkwood.edu

  19. Ability to remove header

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    An error occurred while saving the comment
    Angelica Lapat commented  · 

    remove the header for a page only

  20. Update role variables

    29 votes

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