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127 results found

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

    8 votes

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

  2. 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  · 

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

    2 votes

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    1 comment  ·  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  · 

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

    25 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

  5. Option to Download Audit trail in PDF

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
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  6. Be able to insert a catalog item into a specific column

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Catalog  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

  7. The ability to change the name of the workspace

    25 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Will allow the user to change the accounts company name / workspace name

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    Paul Cedric Guevarra commented  · 

    Option for the user to Edit Company name

    - Allowing the user to edit company name

  8. Turn off auto fields snap / auto-aligning fields (workaround in comments)

    95 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    On roadmap  ·  AdminMolly Abrams (Admin, PandaDoc) responded

    Hi! Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Paul Cedric Guevarra supported this idea  · 
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    Paul Cedric Guevarra commented  · 

    Option to disable Fields Auto alignment.

    - will allow the user to freely align fields base on thier preference

  9. Pricing Table calculations: Excel Formulas.

    540 votes

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    55 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – that 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

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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

    27 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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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

    3 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

    92 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    Hello, 

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

  13. Airtable

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

  14. Sync products from HubSpot Products & quotes with PandaDoc catalog

    21 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    - Will allow the user to sync items from Hubspot to the document.
    - once the line items is change in Hubspot the document created will have the same changes

  15. The ability to download a document as a CSV

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Paul Cedric Guevarra commented  · 

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

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

    28 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

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

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

    126 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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!

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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

  18. 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  · 

  19. 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.

    194 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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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.

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

    43 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Community Forums Manager, 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 set a specific emailaddress to route the completed documents

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