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115 results found

  1. Card Details field for Square

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  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!

  2. Option to use custom variable/variable on pricing table

    18 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Paul Cedric Guevarra shared this idea  · 

  3. Change account timezone within the system

    93 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
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    Paul Cedric Guevarra commented  · 

    Option to set local/user timezone on the App

    - Will allow the user to set local/user timezone.

  4. Option to have the signer read the document before signing

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
    Paul Cedric Guevarra shared this idea  · 

  5. Option to view if the recipient click the link inside the document

    1 vote

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to view if the recipient click the link inside the document

    Paul Cedric Guevarra shared this idea  · 

  6. Option to disable notification to recipients after document got completed

    16 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to disable sending of Form document to the recipient once completed

    Paul Cedric Guevarra shared this idea  · 

  7. Auto-update content library item once updated in a document/template

    42 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Automations  ·  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!

    Paul Cedric Guevarra supported this idea  · 

  8. Be able to insert a catalog item into a specific column

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

  9. CPQ calculations: Excel Formulas.

    673 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option for the user/sender to divide, add, subtract,multiply qoute/pricing table totals

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    Paul Cedric Guevarra commented  · 

    Formula option for Tables

  10. Text formatting for saved messages

    33 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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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    Paul Cedric Guevarra commented  · 

    Will allow the user to change fonts and font color on the save messages.

  11. Have document separated in pages by default

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    - will auto adjust the pages base on the pagebreak funtion that is available on Word and Google

  12. Fields move automatically with text blocks: link fields to blocks

    137 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

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    Paul Cedric Guevarra commented  · 

    will allow it to follow the original place inside the Text block during and after editing

  13. Direct native integration with Airtable

    30 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

  14. Export documents as CSV file

    19 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Will allow the user to download in CSV aside from Docx and PDF.

  15. Automatically place signature/initial or any field on every page by dropping it once

    66 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    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!

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    Paul Cedric Guevarra commented  · 

    - user will be able to put the same fields on all of the pages at once

  16. Permissions for specific documents: Private documents (Password protect documents internally)

    201 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

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    Paul Cedric Guevarra commented  · 

    - Will allow the document owner to lock the document or template they made from other users to access

  17. Option to have a PandaDoc Lawyer to review the document before it was sent.

    7 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    will allow the user to reach PD Legal support for document/contract reviewing,

    Paul Cedric Guevarra supported this idea  · 
    Paul Cedric Guevarra shared this idea  · 

  18. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    293 votes

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    52 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.

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    Paul Cedric Guevarra commented  · 

    Option for multiple signers to use 1 email

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    Paul Cedric Guevarra commented  · 

    - Will allow 2 or more signer using 1 email address

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    Paul Cedric Guevarra commented  · 

    - Option for multiple signer in 1 email in bulk send.

  19. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    59 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    - Will allow the user to set a specific emailaddress to route the completed documents

  20. Monday.com formula columns

    50 votes

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

    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.


    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6


    During our discussion, we can explore these proposed solutions and gather your feedback.


    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

    Paul Cedric Guevarra supported this idea  · 
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