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102 results found

  1. Edit the Completed document with saving the signature

    214 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

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

    Moira Lavender supported this idea  · 

  2. Adding multiple pages to Content library at once

    14 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Moira Lavender supported this idea  · 

  3. Reduce Size of Video Block / Change video aspect ratio

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Moira Lavender supported this idea  · 
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    Moira Lavender commented  · 

    Change video aspect ratio

  4. Recurring payment in Quickbooks

    74 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    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.

    Moira Lavender supported this idea  · 

  5. Ability to add payment processing fees

    59 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Moira Lavender supported this idea  · 

  6. Share template from one account to another

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Moira Lavender supported this idea  · 

  7. Alerts to Sender when Document is not Viewed/Signed

    33 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Moira Lavender supported this idea  · 

  8. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    152 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Moira Lavender supported this idea  · 
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    Moira Lavender commented  · 

    use the "Pending Payment" status without using a payment gateway in a document.

  9. Highlight/ point out unassigned fields in the template/document

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Moira Lavender supported this idea  · 

  10. Add Chinese as a Language

    24 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (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!

    Moira Lavender supported this idea  · 

  11. Area Requirement: Make certain pages required to view/scroll through

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Moira Lavender supported this idea  · 

  12. Finish Button on Documents with No Fields

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Moira Lavender supported this idea  · 

  13. Freehand Annotation & Drawing Tools on Documents

    91 votes

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

    Moira Lavender supported this idea  · 

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

    71 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Moira Lavender commented  · 

    Use variables like [Sender.name] in the Saved Messages

  15. Personal History of Changes: Undo previous actions within account / workspace

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Moira Lavender commented  · 

    For example, accidentally moving a template from the main folder to a subfolder

    Moira Lavender shared this idea  · 

  16. Connect two separate CRM accounts to one PandaDoc workspace.

    7 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Moira Lavender commented  · 

    Attach more than one Salesforce Account to a single PandaDoc account.

    Moira Lavender supported this idea  · 
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    Moira Lavender commented  · 

    We currently have multiple Salesforce instances and need to provide PandaDoc integration to both the main instance and the shared instance.

  17. Automatic PDF for non-completed document: send the document as a PDF along with the email

    34 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Moira Lavender supported this idea  · 

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

    451 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    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
    Moira Lavender commented  · 

    Pricing table variables are currently displayed in dollars format. It would be helpful to be able to switch the format to a percentage or have additional variables in that format.

    An error occurred while saving the comment
    Moira Lavender commented  · 

    Pricing table variables are currently displayed in dollars format. It would be helpful to be able to switch the format to a percentage or have additional variables in that format.

    Moira Lavender supported this idea  · 

  19. Place a page break block inside a table of contents (TOC): split into pages

    21 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Moira Lavender supported this idea  · 

  20. Preview document before sending

    45 votes

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    11 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!

    An error occurred while saving the comment
    Moira Lavender commented  · 

    see what, exactly, the prospect is going to see prior to sending the document. This feature would also be helpful when using a CRM integration.

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