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122 results found

  1. Change reminders via API

    37 votes

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

    Option to Set auto reminder via API

    Will allow user to set auto reminder via API

  2. Remove account owner from emails about billing/invoices/payments/receipts

    4 votes

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

    "This feature is very important for our business where we have a separate person who processes the accounts emails. Right now I am required to manually forward the email, which decreases the automation efficiency gained through Pandadoc in the first place."

    As per our user James Pearce

  3. Smart Content based on Pricing table values

    32 votes

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

    Smart Content Feature for Catalog Items / Content Library items

    Paul Cedric Guevarra shared this idea  · 

  4. Auto-Capitalization Option

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
    Paul Cedric Guevarra shared this idea  · 

  5. Show / keep fields when document is downloaded in PDF so the recipient can sign on paper

    30 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Downloading document in PDF will be retained the Form Field.

    - Will retain the Form Fields the is originally present on the file when is uploaded as document/template.

  6. PD API will support React / Node JS

    1 vote

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

    PD API will support Nodej

    Paul Cedric Guevarra shared this idea  · 

  7. Ability unhide / reveal hidden pricing table columns after document completion.

    20 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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  · 

    Option to hide a column from the pricing table on recipients view only

    - will allow the user to hide column in the pricing table from recipients view

  8. Embed the current document status within the document as a variable. [Document.status] variable / token

    6 votes

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

    Document status token

    Will allow user to add documennt status as token or merge field in the document

  9. Default Saved Message: automatically choose a saved message for a document

    14 votes

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

    Auto Pop out option for Save Messages

  10. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    93 votes

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

    Option to Download past version of the document

    Will allow the user to download past completed version of the Document

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    Paul Cedric Guevarra commented  · 

    Option to retreive the document once edited

  11. Spellchecker: Spell Check in App like Grammarly

    288 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

  12. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    127 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to send document on multiple recipient but will hide other email once they receive it.

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    Paul Cedric Guevarra commented  · 

    Ability to hide document recipients

  13. Keep document status & filled in fields when copying a document to another workspace [workaround in comments]

    30 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
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    Paul Cedric Guevarra commented  · 

    Allow user to transfer document from a workspace to another

  14. Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document

    4 votes

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

    Option to track or view a non recipient who access the document

    Paul Cedric Guevarra shared this idea  · 

  15. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]

    24 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to duplicate Fields to another Template/Document

    - Will allow the user to duplicate fields to another document.

  16. Manage integrations via Integrately

    5 votes

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

  17. Ability to Change Time Zone for a Signature Certificate

    135 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

  18. Downloading attachments along with the document they are attached to

    172 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
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    Paul Cedric Guevarra commented  · 

    Option to download attached document together with the signed after the signers completing the document

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    Paul Cedric Guevarra commented  · 

    Option to include attachments when downloading a document and certificate

    Will allow the user to utilize the following options

    Option1: that party can open and view all contents and certificates but cannot download and save to their files all the respective contents.

    Option 2: i can download then send but unfortunately the download won't have the identification attached to the certificate and the receiving party may decline the request.

  19. Archive documents

    55 votes

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

    Archive Folder in the Dashboard

  20. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    64 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Technical Support Associate, 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!

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    Paul Cedric Guevarra commented  · 

    Option to Edit content of Form Completion Page

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    Paul Cedric Guevarra commented  · 

    Edit / adjust the message appears in the thank you page.

    Will allow users to adjust or edit the message after signer/recipient fills out a form.

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