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122 results found

  1. Add an email signature, text formatting, and/or images (logos) to Saved Messages

    68 votes

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    13 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  · 

    Option to upload email signature to the document message

  2. Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.

    23 votes

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

    Conditinal Logic for Variable/CRM Tokens

    - will allow the user to set if/then/else logic base on the variable details from the CRM, Eg if the token has no value it will show as blank.

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    Paul Cedric Guevarra commented  · 

    Conditional Fileds - If the field in CRM is blank it will not show up in the document.

  3. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    96 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to edit the message from the Form wizard.

    Will allow the user to edit " Enter your contact information to start the signing process" to thier preferred Phrase

  4. Option to have the signature appear with a frame around it with the transaction ID number.

    2 votes

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

    Option to have the signature appear with a frame around it

    Paul Cedric Guevarra shared this idea  · 

  5. Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM

    1 vote

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

    Option to pull a link to the document through in to the code.

    Paul Cedric Guevarra shared this idea  · 

  6. Option to add folder in the Inbox: move Inbox documents into folders

    2 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 add folder in the Inbox.

    - Will allow the user to add folder in the Inbox to organize the messages.

  7. Hide unchecked line items within the pricing table if they're not selected. Show only selected ones by Recipient

    2 votes

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

  8. Recipients can upload visible in a document images / files

    29 votes

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

    Option to have a seperate field that will allow signer to upload pictures

    - A filed that will allow signer to add pictures, to the document.

  9. Grand Total for 2 Different Pricing Table

    42 votes

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    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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!

    Paul Cedric Guevarra supported this idea  · 

  10. Option to support 3rd party digital signatures

    5 votes

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

  11. Signature Certificate: Hide or Remove Information from signature certificate

    77 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (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!

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

    Option to hide IP address in signature certificate

  12. Pass images from CRMs to documents using tokens/variables

    62 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - You can use Conditional Content to pass images as variables. Please see more here.

    - Passing images is also available via Pricing table or Quote Builder. Check this link for more info.

    If you need help with the set up, please feel free to reach out to our Support team for assistance! 

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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    Paul Cedric Guevarra commented  · 

    Pull Image variable from CRM to document

  13. Edit the Completed document with saving the signature

    199 votes

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

    Option to retrieve sent document once editted

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    Paul Cedric Guevarra commented  · 

    Option to retain signature of the signed document during editting.

  14. no extra page when adding item from content library

    17 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to put library items directly on the document not on new page..

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    Paul Cedric Guevarra commented  · 

    Option on the Content Library to add only specific blocks or fields.

    - allow the user to add specific blocks on the content library. it will also add only the blocks with out a blank page.

  15. Sender notification when document is printed / downloading

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to receive notification when document is downloaded

  16. Document into Folders

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

  17. Compression feature within PandaDoc - reduce size of PDFs

    38 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

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    Paul Cedric Guevarra commented  · 

    Option to compress pictures,PDF to reduce the file size.

  18. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    436 votes

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

    Opton to removed the Letter beside the "$"

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    Paul Cedric Guevarra commented  · 

    Option to hide currency sign in the pricing table column.

    Will allow the user to hide currency sign, on the pricing table.

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    Paul Cedric Guevarra commented  · 

    Options for custom currency formatting,

    Will allow the user to customize his currncy formats.

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    Paul Cedric Guevarra commented  · 

    Previously it was working after the new update it was not working, as per the customer

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

    Allow decimal on other currency

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    Paul Cedric Guevarra commented  · 

    Have "USD" on the pricing table

  19. [Bulk Action] Add fields

    7 votes

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

    Option to put fields on all pages at once

  20. Pull product data from Freshsales to pricing tables

    26 votes

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

    Pass line items from Freshsales to Pandadoc pricing table

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