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125 results found

  1. Report for documents that changed to a certain status during a date range

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Moira Lavender shared this idea  · 

  2. no extra page when adding item from content library

    17 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Moira Lavender supported this idea  · 

  3. Alternative Email Addresses for Contacts: Option to add several (2 or more) email addresses for 1 contact

    24 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Moira Lavender commented  · 

    we are sending our onboarding documents to new employees and want to add both their personal email and work email under their contact info.

  4. A one-click sign all button

    8 votes

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

  5. [Bulk action] Select and edit / update several templates at once

    29 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Moira Lavender supported this idea  · 

  6. Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table

    20 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Moira Lavender commented  · 

    When creating a document from a CRM it brings over the products into the pricing table based on sequence number. II'd like to choose how the table is sorted.

  7. [Workspaces] Sync or copy contacts from one workspace to another

    23 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Moira Lavender supported this idea  · 

  8. Option to set the Pricing Table Optional item as a default setting for workspace

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Moira Lavender supported this idea  · 

  9. Save Products From Pricing Table to Catalog

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Moira Lavender supported this idea  · 

  10. Export Field Data into CSV or Excel file

    125 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Thank you for your continued interest and feedback on this idea. 

    The status of this idea is currently unchanged as our team carefully reviews and assesses its feasibility. While it is looking more likely to be added to our roadmap, we cannot make any guarantees at this time. We appreciate your patience and will provide another update as soon as we have more information to share.

    Moira Lavender supported this idea  · 

  11. Optional Template Roles

    8 votes

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

  12. Update Zapier to include 'Change Document Status' action

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Moira Lavender shared this idea  · 

  13. [Bulk Action] Mass download templates

    42 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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!

    Moira Lavender supported this idea  · 

  14. Send more than 10 documents in a bundle

    49 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) 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 this scenario namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Moira Lavender supported this idea  · 

  15. Subtotal for columns in Pricing Table

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Moira Lavender supported this idea  · 

  16. Improve Variable Input

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Moira Lavender shared this idea  · 

  17. Auto-Reminders For Bulk Send

    27 votes

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

  18. Electronic Vaulting

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Moira Lavender supported this idea  · 

  19. Ability to rename a Sent document when on viewing mode (opened document)

    9 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Moira Lavender supported this idea  · 
    An error occurred while saving the comment
    Moira Lavender commented  · 

    https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/a4d6f4d412c70c85d89e96eafe3c3c1bcb7ba31c.png

    Add the functionality to change the name of documents in Document Panel to match Template Name

  20. Side by side editing

    5 votes

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