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119 results found

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

    56 votes

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    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

  2. Monday.com formula columns

    45 votes

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

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

    39 votes

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    16 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

  4. Filter criteria for the dashboards view per date range

    13 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.

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

    85 votes

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    17 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.

  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

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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

  7. Automatic calculations in fields

    171 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    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.

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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

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    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

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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

  9. Reminder customization: Customize the text in reminder message

    355 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this 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  · 

    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

    58 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
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    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]: Ability to edit spacing in quote builder (Design)

    15 votes

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

    Editing the Qoute Builder Design

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

  12. Send the document automatically after approval

    82 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (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.

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    Paul Cedric Guevarra commented  · 

    Auto-send Document once Approved by the approver

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

    21 votes

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

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

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    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

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

    64 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    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!

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    Paul Cedric Guevarra commented  · 

    Monday.com Integrate with Foms.

    * will allow users to integrate Forms with Monday.com

  15. Date variable calculations

    23 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    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!

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    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.

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

    198 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this 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  · 

    Variables for saved messages

    - Will allow the user to use variable on saved messages

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    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  · 

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

    22 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    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

  18. Duplicate pricing table rows

    24 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to duplicate tables and its content

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

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    Paul Cedric Guevarra commented  · 

    Duplicate Table Rows and its content

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

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

    59 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    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  · 
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    Paul Cedric Guevarra commented  · 

    Option to convert the document content to another language.

  20. Change reminders via API

    37 votes

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    3 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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.

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    Paul Cedric Guevarra commented  · 

    Option to Set auto reminder via API

    Will allow user to set auto reminder via API

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