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53 results found

  1. customized responses on declined documents/forms

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Jo Howell supported this idea  · 

  2. Get the reason for a declined document via API

    21 votes

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    2 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, 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.

    Jo Howell supported this idea  · 

  3. Customization for Decline Reasons

    49 votes

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

  4. Reporting: add reason for decline

    3 votes

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

  5. Edit Approval Workflow without editing doc

    23 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Jo Howell commented  · 

    This would be helpful for delegating approvals when someone is out of office. Our approval workflows have multiple steps, and it wastes time to have to send through this again because the last step had noone available.

    Jo Howell supported this idea  · 

  6. 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  · 

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

    39 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  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!

    Jo Howell supported this idea  · 

  8. Send the document automatically after approval

    91 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, 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.

    Jo Howell supported this idea  · 

  9. Switch Workspaces in Salesforce

    35 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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!

    Jo Howell supported this idea  · 

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

    59 votes

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

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

    76 votes

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

    This would be really useful!

    Jo Howell supported this idea  · 

  12. Greater or Less than logic in smart content

    23 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  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!

    Jo Howell supported this idea  · 

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

    35 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  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!

    Jo Howell supported this idea  · 

  14. no extra page when adding item from content library

    18 votes

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

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

    133 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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  16. Page number visible in web version

    247 votes

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

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

    128 votes

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    15 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  · 

  19. 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  · 

  20. AND operator in conditional smart content

    13 votes

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