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28 results found

  1. The ability to customize bullet points

    42 votes

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    7 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!

    Mai Khuu supported this idea  · 

  2. Changing background colors based on what stage you are in (template vs document creation vs approving vs signing)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Mai Khuu supported this idea  · 

  3. Export Field Data into CSV or Excel file

    144 votes

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    23 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!

    Mai Khuu supported this idea  · 

  4. Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Mai Khuu supported this idea  · 

  5. Ability to add attachments via the mobile app

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Mai Khuu supported this idea  · 

  6. Switch Workspaces in Salesforce

    37 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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!

    Mai Khuu supported this idea  · 

  7. Smart content block next to another block

    15 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Mai Khuu supported this idea  · 

  8. Ability for Approvers to Edit During the Document Approval Workflow Process

    75 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Mai Khuu supported this idea  · 

  9. choose specific time of day for document expiration

    118 votes

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    25 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Mai Khuu supported this idea  · 

  10. move a team member from one workspace to another

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Mai Khuu commented  · 

    Would also like the ability to move multiple team members from one workspace to another at one time.

    Mai Khuu supported this idea  · 

  11. Ability for payable recipient to view Invoice prior to paying, generate invoice before payment

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Mai Khuu shared this idea  · 

  12. Improve intuitiveness for signer to forward a signed doc for payment

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Mai Khuu shared this idea  · 

  13. Be able to turn on Recipient Verification on all documents without having to manually toggling it on each time

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Mai Khuu shared this idea  · 

  14. Automated tools within PandaDoc that eliminate text copying to Notepad for fixing common formatting issues.

    197 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

  15. [Word Import]: When MS Word documents are uploaded to PandaDoc, the page size mirrors the original document settings.

    240 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  16. [Word Import] Headers and footers are consistently retained without alteration when importing documents from MS Word to PandaDoc.

    198 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

  17. [Word Import] Import complex MS Word features such as SmartArt to maintain the integrity of the original documents.

    195 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  18. [Word Import] Correct issues with the improper paragraph after MS Word documents have been imported into PandaDoc.

    197 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  19. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    150 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Mai Khuu supported this idea  · 

  20. Having separate repository and folders within Image Library

    194 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not Planned  ·  Molly Abrams 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!

    Mai Khuu supported this idea  · 
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