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12 results found

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

    200 votes
    34 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    How important is this to you?
    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!

    An error occurred while saving the comment
    Ben Revzin commented  · 

    Hi Valeryia. Thankfully Pandadoc has the ability to send the documents directly rather than having to copy/paste the link into a separate email. For that I utilize saved messages and my entire team does as well.

    So currently our saved messages have placeholders for our team for instance "Hi (ADD CUSTOMER NAME HERE), in this document you will find a quote from (ADD INSURANCE CARRIER HERE)"

    This is can lead to our clients receiving emails with this text accidentally in it and it takes lots of time for our team members to read through each saved message template and then change out the placeholders for the variables manually.

    Thank you for reading this!

    An error occurred while saving the comment
    Ben Revzin commented  · 

    YES PLEASE! Need variables in the saved messages.

    Ben Revzin supported this idea  · 

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

    103 votes
    14 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    How important is this to you?

  3. Email Signature Block

    10 votes
    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    How important is this to you?
    Ben Revzin supported this idea  · 

  4. Spellchecker: Spell Check in App like Grammarly

    310 votes
    36 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    Ben Revzin supported this idea  · 

  5. Change Default Signature Color

    49 votes
    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    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!

    An error occurred while saving the comment
    Ben Revzin commented  · 

    Yes please! Our company color is a dark blue and it results in signatures being practically invisible on some of the pages!

    Ben Revzin supported this idea  · 

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

    68 votes
    13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    How important is this to you?
    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!

    An error occurred while saving the comment
    Ben Revzin commented  · 

    Please!!

  7. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    19 votes
    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    How important is this to you?
    Ben Revzin supported this idea  · 

  8. Add image option in Saved messges

    7 votes
    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Ben Revzin commented  · 

    Have the ability to add an image to the saved message. Particularly useful for email signature with a headshot.

    Ben Revzin supported this idea  · 

  9. Use custom variables/fields in forms

    65 votes
    10 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Ben Revzin commented  · 

    Yes please! I will buy lunch for any developer who makes this happen!

    Ben Revzin supported this idea  · 

  10. Add a message/link to the dashboard

    4 votes
    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  11. Set a Saved Message on the template level

    46 votes
    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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  12. Edit / customize text in all email notifications including Completion or Signed Email Message

    250 votes
    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?