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53 results found

  1. Reporting: Rejection

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Jo Howell shared this idea  · 

  2. Reporting: Time a document is waiting to be approved when sent to approver

    32 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Jo Howell supported this idea  · 

  3. Send the document automatically after approval

    73 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Jo Howell supported this idea  · 

  4. Switch Workspaces in Salesforce

    30 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Jo Howell supported this idea  · 

  5. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    51 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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!

    Jo Howell supported this idea  · 

  6. Option for deleting multiple pages in a document or template

    64 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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
    Jo Howell commented  · 

    This would be really useful!

    Jo Howell supported this idea  · 

  7. Greater or Less than logic in smart content

    20 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Jo Howell supported this idea  · 

  8. Smart Content with "OR" conditional rule, when using variables

    31 votes

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

  9. 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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    Jo Howell supported this idea  · 

  10. Fields move automatically with text blocks: link fields to blocks

    118 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Jo Howell supported this idea  · 

  11. Pricing Table section headings added/removed dynamically

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Jo Howell shared this idea  · 

  12. Page number visible in web version

    224 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jo Howell supported this idea  · 

  13. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    350 votes

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    47 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

    Jo Howell supported this idea  · 

  14. View a completed document with a signature certificate inside the editor, as well as on a downloaded pdf

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jo Howell supported this idea  · 

  15. Set Variable formatting passed from CRM (commas in variables)

    116 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    Jo Howell supported this idea  · 

  16. Smart content: rule 'contains' or 'does not contain'

    7 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jo Howell commented  · 

    This would be really useful functionality!

    Jo Howell supported this idea  · 

  17. AND operator in conditional smart content

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jo Howell supported this idea  · 

  18. Don't allow automatic PDF page breaks between headings and their subsequent paragraphs

    5 votes

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

  19. Have fields automatically format based on the selected validation

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jo Howell supported this idea  · 

  20. The ability to enable document forwarding after the document has been sent.

    4 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Jo Howell commented  · 

    This would be useful to be able to delegate the signatory on the customer's behalf

    Jo Howell supported this idea  · 
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