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122 results found

  1. Text formatting for saved messages

    23 votes

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    Idea  ·  4 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.

  2. 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

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

    82 votes

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    Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Paul Cedric Guevarra commented  · 

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

  4. Airtable

    11 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  · 

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

    18 votes

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    Idea  ·  3 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

  6. The ability to download a document as a CSV

    5 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.

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

    21 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

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

    108 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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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

  9. 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  · 

  10. 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.

    167 votes

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    Idea  ·  33 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

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

    35 votes

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    Idea  ·  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

  12. Monday.com formula columns

    20 votes

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    3 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

  13. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    197 votes

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    In development  ·  29 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    - Will allow a user to assign 2 roles in one field [ dropdown, checkbox, and radio buttons field,etc]

  14. Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field

    32 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    - Will allow the user to attached a document or file that will allow the recipient to access it by the pop up button

  15. Filter criteria for the dashboards view per date range

    12 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    - Will allow the user to filter the dashboard have have them view the document on thier preferred year.

  16. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    72 votes

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    Idea  ·  14 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    - Will allow the template owner or account owner admin to lock the template from other users to prevent editting and deletion.

  17. Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page

    20 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to Move tables freely in the document

    Will allow the user to move the tables freely on the document

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    Paul Cedric Guevarra commented  · 

    Option to move the image block Freely on the document

  18. Automatic calculations in fields

    83 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Conditional formula for fields

    - Will allow to use conditional formula for fields that will works lie as excell formula

  19. One Step Signing: weblink that a customer can click and sign in one step, rather than a long document they need to fill in

    2 votes

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

    - This feature will allow the recipient to click a Button to sign and complete the document

  20. Reminder customization: Customize the text in reminder message

    266 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Will allow the user to edit the subject of the email that is sent to the recipients.
    eg: "Reminder to sign document"

    Paul Cedric Guevarra supported this idea  · 
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