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119 results found

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

    62 votes

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    6 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.

  2. Change reminders via API

    39 votes

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    5 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

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

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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  · 

    "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

  4. Smart Content based on Pricing table values

    32 votes

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    7 comments  ·  Ideas to Improve PandaDoc » 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  · 

  5. Auto-Capitalization Option

    3 votes

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

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

    34 votes

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

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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.

  7. [Quote Builder] Ability to view hidden columns after the document is sent

    27 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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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. Default Saved Message: automatically choose a saved message for a document

    23 votes

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    7 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

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

    104 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

  10. Spellchecker: Spell Check in App like Grammarly

    347 votes

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

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

    147 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. 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.

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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

  12. Split or staggered payment collection

    70 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

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    Paul Cedric Guevarra commented  · 

    Customize payment integration with Ezidebit

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    Paul Cedric Guevarra commented  · 

    Allow the user to use percentage to show partial amount of the total amount.

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    Paul Cedric Guevarra commented  · 

    List the payment schedule from Pricing Table

  13. Move documents across workspaces and keep the statuses

    261 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    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. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]

    26 votes

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    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.

  15. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    559 votes

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    62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.

    Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.

    To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.

    For more information, please visit our Help Center.

    If you have any feedback or suggestions…

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

    Option for fields to have autopopulate function like variables

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    Paul Cedric Guevarra commented  · 

    Pre filled Fileds

    - same funcltion like variables, bt still editable by the recipeints

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    Paul Cedric Guevarra commented  · 

    Option for Fields to fill the same info from other pages of the documents.

  16. Conditional fields

    519 votes

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    45 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We're glad to let you know that the feature "Conditional fields" has been released. Please see this link for more information: Conditional fields.

    Have a wonderful day! 

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

    Our user mentioned: My suggestion would be to be able to create a conditional field that depending on the answer, you can also show blocks (like text or images)

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    Paul Cedric Guevarra commented  · 

    Optional Buttons for conditional functions.

    - this feature will allow to hidden pages to appear when it wan chosen.
    https://share.vidyard.com/watch/oqaBbvAARr3ohSSzeGmgPi?

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    Paul Cedric Guevarra commented  · 

    Optional Signatory Button

    Will be use if there is a 2nd optional signatory.

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    Paul Cedric Guevarra commented  · 

    Check box will be automatically assigned base on the recipient's gender

  17. Manage integrations via Integrately

    6 votes

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

  18. Ability to Change Time Zone for a Signature Certificate

    151 votes

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

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

    227 votes

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    44 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    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.

  20. Archive documents

    59 votes

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

    Archive Folder in the Dashboard

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