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128 results found

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

    4 votes

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

  2. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    169 votes

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

  3. Witness Signatures: Sign with a witness feature

    81 votes

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

  4. Recipient names can be set by other recipients

    3 votes

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

  5. Set a limit on the number of licenses: when limit is reached, access to join account is denied

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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  · 

  6. Include a Version Number in the Document Sequence Number

    6 votes

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

    Ability to use the same sequence number for two documents or add an A, B, C, etc after the same sequence number. I.E. A proposal and its corresponding invoice.

  7. Forms info transfer into a contract: Update a contact with form responses

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Emily Gould shared this idea  · 

  8. Unsend sent document/notification

    21 votes

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

  9. Edit Form Responses

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Emily Gould shared this idea  · 

  10. Transfer content between accounts: Option to transfer document /template/Library items to other account.

    10 votes

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

  11. Zoho: to pull information from subforms

    14 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Emily Gould supported this idea  · 

  12. Collect Card Details without Payment Integrations

    29 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 numbers in text field

    Emily Gould supported this idea  · 

  13. Field recognition: turn existing check boxes on a PDF into radio buttons

    4 votes

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

  14. Skip/remove or override a signer the signing order

    22 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Emily Gould commented  · 

    Optional second signer. I.e. the primary signer can forward if necessary, but does not have to input secondary signer contact information

    Emily Gould supported this idea  · 

  15. Bulk sign: Ability to sign multiple documents at once in the inbox.

    74 votes

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

    Client's company needs to execute the same document between 100 and 1000 times in batches.

    Eg:

    On Monday, 75 of their customer execute an agreement.
    On Wednesday another 100 customers execute the same agreement.
    On Thursday 25 more customers execute the same agreement.

    On Friday their company would have 200 agreements in a queue to review and approve (75 from Monday + 100 from Wednesday + 25 from Thursday = 200 agreements)

    On Friday they want the ability to sign their name to all 200 agreements that their customers have signed.

  16. Attach a completed document to a new one: link documents conditionally

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    Hello Ksenia,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

    Emily Gould supported this idea  · 

  17. The ability to resend a declined document without having to edit and put into draft status.

    5 votes

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

  18. Add Graphs/Charts functionality

    36 votes

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    5 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!

    Emily Gould supported this idea  · 

  19. Fields locking for other account's members / Lock field location by content locking

    14 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Emily Gould supported this idea  · 

  20. Edit / customize text in all email notifications including Completion or Signed Email Message

    254 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Emily Gould supported this idea  · 
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