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13 results found

  1. Export details - Audit Trail

    135 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Ranuel Rebangcos supported this idea  · 
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    Ranuel Rebangcos commented  · 

    My client wants to download the analytics of one specific completed document. They want this to be the basis for their docs transaction for every client that they have on their end.
    This is for their legal case that they are being prompted to provide the original data analytics.

  2. Smart Content will not include the page only the content items

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  3. Duplicate workspaces

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Ranuel Rebangcos supported this idea  · 

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

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Ranuel Rebangcos supported this idea  · 

  5. More Pricing Table Variable Options

    26 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Ranuel Rebangcos commented  · 

    My client has these needs for his team as well

    Ranuel Rebangcos supported this idea  · 

  6. Use reporting to create graphs

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Ranuel Rebangcos shared this idea  · 

  7. Export Field Data into CSV or Excel file

    128 votes

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    18 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!

    Ranuel Rebangcos supported this idea  · 

  8. link documents to Sugar CRM

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Ranuel Rebangcos 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 » Payments  ·  Admin →
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    Being evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Ranuel Rebangcos supported this idea  · 

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

    59 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    Ranuel Rebangcos supported this idea  · 

  11. 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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    Ranuel Rebangcos 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.

    Ranuel Rebangcos supported this idea  · 

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

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Ranuel Rebangcos shared this idea  · 

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

    196 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding tokens/variables in saved messages and email. 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.

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    Ranuel Rebangcos 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.

    Ranuel Rebangcos supported this idea  ·