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12 results found

  1. Duplicate workspaces

    11 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminRanuel Rebangcos (Customer Success Associate, PandaDoc) supported this idea  · 

  2. Allow recipients to revisit unfinished forms without having to restart the form process.

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminRanuel Rebangcos (Customer Success Associate, PandaDoc) supported this idea  · 

  3. More Pricing Table Variable Options

    21 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    AdminRanuel Rebangcos (Customer Success Associate, PandaDoc) commented  · 

    My client has these needs for his team as well

    AdminRanuel Rebangcos (Customer Success Associate, PandaDoc) supported this idea  · 

  4. Use reporting to create graphs

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminRanuel Rebangcos (Customer Success Associate, PandaDoc) shared this idea  · 

  5. Export Field Data into CSV or Excel file

    100 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    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!

    AdminRanuel Rebangcos (Customer Success Associate, PandaDoc) supported this idea  · 

  6. link documents to Sugar CRM

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    AdminRanuel Rebangcos (Customer Success Associate, PandaDoc) supported this idea  · 

  7. To choose a specific date for the recurring charge in the catalog ( advance quotes)

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder  ·  Admin →
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    AdminRanuel Rebangcos (Customer Success Associate, PandaDoc) supported this idea  · 

  8. Custom payment dates in recurring payment

    16 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminRanuel Rebangcos (Customer Success Associate, PandaDoc) supported this idea  · 

  9. Built-in Document Translator: Option to convert the document content to another language

    46 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, 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!

    AdminRanuel Rebangcos (Customer Success Associate, PandaDoc) supported this idea  · 

  10. Spellchecker: Spell Check in App like Grammarly

    222 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Right now, 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.

    Don’t hesitate to reach out if you have any other ideas.

    An error occurred while saving the comment
    AdminRanuel Rebangcos (Customer Success Associate, PandaDoc) commented  · 

    They use Grammarly as their main tool in cresting a context for their client so they highly suggest for this to become available for their account.

    AdminRanuel Rebangcos (Customer Success Associate, PandaDoc) supported this idea  · 

  11. Can we have a feature that could trace how many trees we've save while using the paperless transaction through using PD?

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminRanuel Rebangcos (Customer Success Associate, PandaDoc) shared this idea  · 

  12. Tokens/Variables in saved messages / email body or subject

    147 votes

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    On roadmap  ·  27 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminRanuel Rebangcos (Customer Success Associate, PandaDoc) commented  · 

    This is a client request. And as per them it would be helpful if this will become available in PD as the send hundreds of document everyday.

    AdminRanuel Rebangcos (Customer Success Associate, PandaDoc) supported this idea  ·