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5 results found

  1. Add Collaborators on Templates like documents

    38 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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!

    Kindra Abbott supported this idea  · 

  2. Word (docx) Import and Download improvements

    186 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi!

    We have made significant improvements in the docx import and export experience in 2021 and 2022, but aren't currently planning on additional features or improvements in this area 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!

  3. Have a "DONE" button on the clients side after they complete their suggestions.

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Kindra Abbott shared this idea  · 

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

    112 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.

    Kindra Abbott supported this idea  · 

  5. email formatting

    20 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Kindra Abbott supported this idea  ·