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121 results found

  1. Set client's default email subject (automatic subject)

    102 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea  · 

  2. bundling approval workflow

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea  · 

  3. Export documents as CSV file

    19 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea  · 

  4. attach bundle documents as a single file upon completion

    14 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea  · 

  5. For the general account expiration settings to apply to all documents/templates, not only to new ones

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea  · 

  6. Stripe API to Existing Products and Customers

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea  · 

  7. Option to use custom variable/variable on pricing table

    18 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    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
    AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) commented  · 

    Option to have a separate variables for the products in the pricing table.

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

    242 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  10. [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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  11. 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 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!

  12. [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 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!

  13. Set optional items as required in pricing table (Assign a pricing table to recipient)

    75 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea  · 

  14. Slack Channels - Receive Pandadoc Notifications.

    35 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    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!

    AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea  · 

  15. Ability to save smart content/smart content rules (Сontent library for Smart content)

    26 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea  · 

  16. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    356 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea  · 

  17. Document sequence: include dynamic months and years

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) shared this idea  · 

  18. 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 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
    AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) commented  · 

    Option to have a date field that is calculated, the date based on the date the client viewed the document

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

    17 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) commented  · 

    A way to make a configuration at the account level that ANY field added to a contract is required to fill out.

  20. Save ACH payment details for future payments

    38 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    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!

    AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea  · 
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