Settings and activity
142 results found
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3 votes
Emily Gould supported this idea ·
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29 votes
Emily Gould supported this idea ·
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10 votes
Emily Gould supported this idea ·
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11 votes
An error occurred while saving the comment Emily Gould supported this idea ·
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31 votes
Emily Gould supported this idea ·
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21 votes
An error occurred while saving the comment Emily Gould commented
Customizable auto-reminders. Specifically auto reminders for expiring documents for the SENDER, not the signer.
Emily Gould supported this idea ·
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28 votes
Emily Gould supported this idea ·
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56 votes
Hi there! Thank you for submitting your idea.  Unfortunately, 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!
Emily Gould supported this idea ·
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34 votes
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!
An error occurred while saving the comment Emily Gould commented
Ability to validate signatures so emails can't used for the signature
Emily Gould supported this idea ·
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387 votes
An error occurred while saving the comment Emily Gould commented
Redirect a customer to a custom url after they complete a form
An error occurred while saving the comment Emily Gould commented
Ability to change the confirmation page customers see after they have completed and paid for services in a form (on behalf of Brad Mortensen)
Emily Gould supported this idea ·
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47 votes
Hi,
Thank you so much for reaching out! This 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. We will definitely work on approval workflow improvements and the ability to edit the document while in the approval stage is one of the key things we are considering for delivery. Stay tuned.Emily Gould supported this idea ·
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187 votes
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! Thank you!
An error occurred while saving the comment Emily Gould commented
Make it so our signature on a document it is already automated
Emily Gould supported this idea ·
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245 votes
Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are developing something similar that addresses the most common feedback related to field colors - confusion with similar colored fields.Â
While this enhancement does not allow you to pick the colors for assignees, it will ensure that no two assignees will have similar colored fields.
The new color palette will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via alerts inside PandaDoc and here on our idea portal.
Emily Gould supported this idea ·
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132 votes
Hi,
Thank you for taking the time to leave your request. Great news! Most of the PandaDoc for Salesforce functionalities you asked for here have already been released or are in the roadmap.Â
Learn more about these recently released functionalities by clicking on the links below:
- Update Salesforce opportunity products whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
We have more planned for the coming quarters so stay tuned!
Emily Gould supported this idea ·
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37 votes
Hi,
Thank you so much for reaching out – this 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!
Emily Gould supported this idea ·
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82 votes
Hi there! Thank you so much for submitting an idea – this 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
Emily Gould supported this idea ·
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25 votes
An error occurred while saving the comment Emily Gould commented
Ability to add smart content blocks in tables and pricing tables
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14 votes
Emily Gould supported this idea ·
An error occurred while saving the comment Emily Gould commented
Add library items directly to the page instead of a new page.
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12 votes
An error occurred while saving the comment Emily Gould commented
Ability to add comments to templates to guide colleagues
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31 votes
An error occurred while saving the comment Emily Gould commented
Add the ability to make comments to templates
An error occurred while saving the comment Emily Gould commented
Include automatically adding the collaborator to the document when the document is created if the collaborator has been added to the template.
Emily Gould supported this idea ·
Ability to set specific payment date with Authorize.net