Skip to content
← Have an idea? Share it!

Settings and activity

84 results found

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

    67 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 » 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  · 

    Option to Edit content of Form Completion Page

    An error occurred while saving the comment
    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.

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

    71 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

    13 comments  ·  Ideas to Improve PandaDoc » Other  ·  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  · 
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to upload email signature to the document message

  3. 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.

    30 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

    10 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  · 

    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.

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

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

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

    112 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

    15 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
    An error occurred while saving the comment
    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

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

    4 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

    0 comments  ·  Ideas to Improve PandaDoc » 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
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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 shared this idea  · 

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

    52 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

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

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

  7. Grand Total for 2 Different Pricing Table

    54 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 » 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
    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

    - Quote Builder

    - Quote data fields

    - Quote rules

    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.

    If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.

    Paul Cedric Guevarra supported this idea  · 

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

    99 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

    18 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  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  · 
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to hide IP address in signature certificate

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

    66 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

    14 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  · 

    Pull Image variable from CRM to document

  10. Edit the Completed document with saving the signature

    214 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 » 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
    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

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

    Option to retrieve sent document once editted

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

    Option to retain signature of the signed document during editting.

  11. no extra page when adding item from content library

    18 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 » Usability Improvements  ·  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 put library items directly on the document not on new page..

    An error occurred while saving the comment
    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.

  12. Sender notification when document is printed / downloaded

    11 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

    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  · 

    Option to receive notification when document is downloaded

  13. Compression feature within PandaDoc - reduce size of PDFs

    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

    4 comments  ·  Ideas to Improve PandaDoc » Other  ·  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. 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.

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

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

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

    451 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

    69 comments  ·  Ideas to Improve PandaDoc » 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
    Solution Exists  ·  Valeryia Baranava 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:

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

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

    Opton to removed the Letter beside the "$"

    An error occurred while saving the comment
    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.

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

    Options for custom currency formatting,

    Will allow the user to customize his currncy formats.

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

    Allow decimal on other currency

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

    Have "USD" on the pricing table

  15. Abilty for eforms to use gathered data and automatically use it on a document

    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

    5 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
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to transfer field info to the template aside from variables and pricing table.

    - Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table

  16. Pull product data from Freshsales to pricing tables

    26 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

    3 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
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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  · 

    Pass line items from Freshsales to Pandadoc pricing table

  17. Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import

    10 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

    3 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 auto populate fields using recipients info from csv file in bulk

  18. Set fields as "not required"/"optional" by default

    17 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

    3 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  · 

    - Will allow users to change multiple fields of the same type to required .

  19. Transfer Data - pass Fields values to a new document

    11 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

    2 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 auto populate the collected infro from form to a set of froms

    - will allow the user to use the collected data to auto populate or paste them dorectly on fnew forms.

  20. Option to define the template which document was created from

    68 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 » 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  · 

    Option to download completed documents base on specifirc template,

    Will allow the user to download document based on thier specific template.

1 3 5