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121 results found

  1. Attach a completed document to a new one: link documents conditionally

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello Ksenia,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

    Moira Lavender supported this idea  · 

  2. Vertical alignment for cells in a table

    47 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!

    Moira Lavender supported this idea  · 

  3. [Content design] change orientation for uploaded template

    13 votes

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

  4. Role Variables available on document level

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Moira Lavender shared this idea  · 

  5. Schedule Sending documents

    275 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the 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  · 

  6. Create contact with filled-in fields via form automatically

    16 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Moira Lavender supported this idea  · 

  7. Option to see the users who deleted a document / template

    15 votes

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

  8. Automatic calculations in fields

    175 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

    Moira Lavender supported this idea  · 

  9. Change the default reply-to email address

    26 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Moira Lavender supported this idea  · 

  10. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    140 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Moira Lavender supported this idea  · 

  11. Merge vertical cells in Pricing table

    57 votes

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

  12. Edit / customize text in all email notifications including Completion or Signed Email Message

    252 votes

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

  13. Reminder customization: Customize the text in reminder message

    367 votes

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

  14. Minimum Quantity in Pricing Table

    15 votes

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

  15. Text color and text font transfer from Catalog to Pricing table.

    8 votes

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

  16. Permissions for specific documents: Private documents (Password protect documents internally)

    191 votes

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

  17. check word count feature

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Moira Lavender supported this idea  · 

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

    203 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the 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  · 

  19. Sort Pricing table by SKU

    4 votes

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

  20. Option to test payment on a document using Stripe (sandbox)

    28 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Moira Lavender supported this idea  · 
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    Moira Lavender commented  · 

    Add functionality to connect with Stripe sandbox instead of production account for testing

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