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136 results found

  1. Import Contacts from Outlook

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Emily Gould supported this idea  · 

  2. Move documents across workspaces and keep the statuses

    247 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Emily Gould supported this idea  · 

  3. Min/max numbers for text field validation (Numbers only)

    10 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Emily Gould supported this idea  · 

  4. Ability to set custom payment amount to PandaDoc Documents

    15 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Emily Gould commented  · 

    Ability to set specific payment date with Authorize.net

    Emily Gould supported this idea  · 

  5. [Pricing table] Possibility to change subtotal/total manually.

    36 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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!

    Emily Gould supported this idea  · 

  6. Auto-reminders per recipient

    24 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Emily Gould commented  · 

    Customizable auto-reminders. Specifically auto reminders for expiring documents for the SENDER, not the signer.

    Emily Gould supported this idea  · 

  7. Alerts to Sender when Document is not Viewed/Signed

    31 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Emily Gould supported this idea  · 

  8. Customize footer page numbers, font size, font color and margins and padding

    74 votes

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

    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  · 

  9. Signature settings for specific documents

    42 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Emily Gould commented  · 

    Ability to validate signatures so emails can't used for the signature

    Emily Gould supported this idea  · 

  10. Ability to Edit During the Document Approval Workflow Process

    73 votes

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    6 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!

    Emily Gould supported this idea  · 

  11. Pre-sign template (or a Form): Fill in signature on template level

    261 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Emily Gould commented  · 

    Make it so our signature on a document it is already automated

    Emily Gould supported this idea  · 

  12. The ability to customize bullet points

    42 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

    Emily Gould supported this idea  · 

  13. Set client's default email subject (automatic subject)

    99 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Emily Gould supported this idea  · 

  14. 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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    Emily Gould supported this idea  · 
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    Emily Gould commented  · 

    Add library items directly to the page instead of a new page.

  15. Internal notes or comments on a document/template

    14 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Emily Gould commented  · 

    Ability to add comments to templates to guide colleagues

  16. Add Collaborators on Templates like documents

    47 votes

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    9 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!

    An error occurred while saving the comment
    Emily Gould commented  · 

    Add the ability to make comments to templates

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    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  · 

  17. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

    51 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Emily Gould commented  · 

    Recipient edit and/or suggest edits to additional multiplier in pricing table

    Emily Gould supported this idea  · 

  18. Product catalog to track the items stock

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Emily Gould commented  · 

    Tie two product catalog item quantities together

    Emily Gould supported this idea  · 

  19. Calculated Variables in Pricing tables

    86 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

    Emily Gould supported this idea  · 

  20. Transfer ownership for Forms

    53 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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!

    Emily Gould supported this idea  · 
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