Skip to content
← Have an idea? Share it!

Settings and activity

122 results found

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

    56 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

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

  2. Ability to choose a specific payment date for the recurring charge

    33 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Custom payment dates in recurring payment

    - will allow choosing dates when the recipient will settle the payment, aside from weekly, monthly, or quarterly/annual

  3. Monday.com formula columns

    43 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Cedric Guevarra supported this idea  · 

  4. Filter criteria for the dashboards view per date range

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

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

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

    82 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    16 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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.

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

    22 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to Move tables freely in the document

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

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to move the image block Freely on the document

  7. Automatic calculations in fields

    161 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    30 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Conditional formula for fields

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

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to total fields with numerical value: calculate the number of fields per document

  8. 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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

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

  9. Reminder customization: Customize the text in reminder message

    344 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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  · 

  10. Ability to remove Document Reference (Document-Ref) and page numbering

    56 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not planned  ·  Molly Abrams 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  · 
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to Edit Footer info like Document reference number and page number.

    - Will allow the user to edit footer content like document reference number and page number

    Paul Cedric Guevarra shared this idea  · 

  11. [Quote Builder] Format columns like Pricing table

    21 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Qoute Builder has the same features like the pricing table

    - Mutiple choice
    - Optional editing [items/quantity]
    - Will hide the non selected items

  12. [Quote Builder]: Ability to edit spacing in quote builder (Design)

    14 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Editing the Qoute Builder Design

    - Will allow the user to edit the size of the column of the Qoute builder

  13. Send the document automatically after approval

    75 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    8 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Auto-send Document once Approved by the approver

  14. Notifications about all document changes and updates for all recipients

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    CC'd recipeint will recieve notification once the recipeints opens it everytime.

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Feature that will allow the CC recipients will receive Notification email same as the Document sender.

    - CC recipient will receive same notification like the document sender

  15. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    59 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Monday.com Integrate with Foms.

    * will allow users to integrate Forms with Monday.com

  16. Date variable calculations

    21 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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!

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to put future dates in Document.createdDate variable

    - Will allow the user to set future the date on the Document.createdDate variable.

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

    190 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    30 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Variables for saved messages

    - Will allow the user to use variable on saved messages

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to add tag on the saved messages that will automatically fill the name of the recipient on the saved messages.

    Paul Cedric Guevarra supported this idea  · 

  18. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    22 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to hide the outline from the checkbox fieild

    - will allow the user to hide the outline from the checkbox fields

  19. Duplicate table rows

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to duplicate tables and its content

    - will allow the user to duplicate the whole table and its content

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Duplicate Table Rows and its content

    - will allow the user to duplicate table rows and its content

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

    59 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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!

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to change the content of the document to different language.

    - Will allow the user to change the content of the document on thier desired language.

    Paul Cedric Guevarra supported this idea  · 
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to convert the document content to another language.

2 4 5 6 7