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127 results found

  1. Forwarding two signatures to different signatories

    3 votes

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

  2. Stripe integration to pull info into PandaDoc, not for payments

    10 votes

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

    Example: create a custom payment link through Stripe, the client pays via credit card through Stripe, link payment back to an invoice in PandaDoc so it will be marked as paid automatically

    Emily Gould supported this idea  · 

  3. Ability to use different PayPal accounts within one PandaDoc workspace.

    5 votes

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

  4. Ability to assign fields via APi

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Emily Gould commented  · 

    Ability to assign a signature to a role during document creation through a template via the api

    Emily Gould supported this idea  · 

  5. Replace Source file for specific Page

    14 votes

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

  6. Use Salesforce integration On iPad

    12 votes

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

  7. Warning that text will be cut off in PDF

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Emily Gould supported this idea  · 

  8. Ability to pull contact tokens from Hubspot deal

    62 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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  · 

  9. Embed the current document status within the document as a variable. [Document.status] variable / token

    6 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Emily Gould commented  · 

    Have Paid status be reflected within the document/invoice itself, not just the status

  10. Pass document public URL via Zapier

    47 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Emily Gould supported this idea  · 

  11. [Word Import] Headers and footers are consistently retained without alteration when importing documents from MS Word to PandaDoc.

    198 votes

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

  12. Automated tools within PandaDoc that eliminate text copying to Notepad for fixing common formatting issues.

    197 votes

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

  13. [Word Import]: When MS Word documents are uploaded to PandaDoc, the page size mirrors the original document settings.

    241 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  14. [Word Import] Correct issues with the improper paragraph after MS Word documents have been imported into PandaDoc.

    197 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  15. [Word Import] Import complex MS Word features such as SmartArt to maintain the integrity of the original documents.

    195 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  16. Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns

    11 votes

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

  17. Collaborative Version History: if someone made a revision on a template

    5 votes

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

  18. Schedule Sending documents

    291 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    An error occurred while saving the comment
    Emily Gould commented  · 

    Customer would like to delay the delivery of a form

    Emily Gould supported this idea  · 

  19. Ability to drag/move Support Chat Icon

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Emily Gould supported this idea  · 

  20. Make it easier to open documents in the actual PandaDoc app

    4 votes

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