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53 results found

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

    36 votes

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    7 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Jo Howell supported this idea  · 

  2. Delete multiple pages at once

    32 votes

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    Idea  ·  4 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  · 

  3. Greater or Less than logic in smart content

    14 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Jo Howell supported this idea  · 

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

    19 votes

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

  5. no extra page when adding item from content library

    14 votes

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

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

    92 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    Hello, 

    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  · 

  7. Send a document after document completion

    35 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Jo Howell commented  · 

    This would be useful for us. Our current use case would be to trigger the sending of the Direct Debit information after signing the sales contract. The triggered document would need to be a template pulling information from the same opportunity as the original sales contract.

    It would also be beneficial to be able to separately select the recipients for this second document

    Jo Howell supported this idea  · 

  8. Pricing Table section headings added/removed dynamically

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Jo Howell shared this idea  · 

  9. Page number visible in web version

    179 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Right now, 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.

    Don’t hesitate to reach out if you have any other ideas.

    Jo Howell supported this idea  · 

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

    249 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – that is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it – it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    Jo Howell supported this idea  · 

  11. 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  · 

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

    97 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (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 it is on the roadmap and we will begin working on it soon. We will be communicating updates through our product newsletter, via an alert inside PandaDoc, and here on our idea portal. Stay tuned!

    Jo Howell supported this idea  · 

  13. 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  · 

  14. AND operator in conditional smart content

    5 votes

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

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

    2 votes

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

  16. Have fields automatically format based on the selected validation

    4 votes

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

  17. 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  · 

  18. multiple approvers in same approval group

    3 votes

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

  19. Limit workspace name to 1 (if title exists - can't use it anymore)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jo Howell supported this idea  · 

  20. Option to have the signer read the document before signing

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Jo Howell supported this idea  · 
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