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198 results found

  1. 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  · 

  2. Page thumbnails for recipients: Show left-hand navigation panel at the recipient's view

    10 votes

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

  3. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    18 votes

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

  4. Make form responses (documents) visible to the form owner only

    2 votes

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

  5. 2 way sync with Monday

    66 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

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


    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.


    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.


    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

    Angelica Lapat supported this idea  · 

  6. Export Field Data into CSV or Excel file

    139 votes

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    22 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!

    Angelica Lapat supported this idea  · 

  7. create contact in active campaign once a document is created

    2 votes

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

  8. Pass custom fields from Hubspot via product mapping

    3 votes

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

  9. Import Folder to Content Library: upload multiple files to content library

    30 votes

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

  10. inline comments to stay highlighted for recipients after sent

    5 votes

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

  11. Rotate fields

    9 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  · 

  12. Ability for the mobile app to be rotated as per the mobile phone's settings: rotate documents on mobile

    3 votes

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

  13. Dropdown in the pricing table

    46 votes

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

  14. Edit the Completed document with saving the signature

    208 votes

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

  15. HighLevel

    4 votes

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

  16. Calculated Variables in Pricing tables

    86 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

    Angelica Lapat supported this idea  · 

  17. automatically add a VAT in the catalog

    2 votes

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

  18. Justify Text

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Angelica Lapat supported this idea  · 

  19. Ability to hide the volume pricing rate card to the recipient

    11 votes

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

  20. Ability to integrate PandaDoc with monday.com desktop app

    29 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Angelica Lapat shared this idea  · 
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