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162 results found

  1. Copy templates to a the new workspace

    22 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  2. Allow recipient to download as .docx

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Kaylen Nolen shared this idea  · 

  3. Approval workflow in forms

    36 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this 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.

    Kaylen Nolen supported this idea  · 

  4. Save ACH payment details for future payments

    38 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  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!

    Kaylen Nolen supported this idea  · 

  5. [Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato

    28 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  6. SEPA Direct Debit

    23 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  7. Share a document link without adding a recipient's email

    14 votes

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

  8. Alerts/Notification when a reminder / signing order email has been sent to the recipient

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Kaylen Nolen supported this idea  · 

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

    256 votes

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

  10. Stripe API to Existing Products and Customers

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  11. Ability to choose the language according to the recipient.

    8 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  12. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    104 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  13. [Comments] Include comments in the downloaded doc

    28 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  14. Products in different languages and currencies with the same SKU in Catalog

    27 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Kaylen Nolen commented  · 

    Allow the ability to choose more than 1 currency for a product in the pricing table. This way you do not need to create duplicates where the only change is the currency used.

  15. The option to display the total in the pricing table excluding tax/discounts/fees

    137 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  16. Quickbooks Canada

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  17. "Download all" checkbox selects ALL documents

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  18. can add a link to template or document and make it mandatory to click before completing the document.

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  19. Automatically place signature/initial or any field on every page by dropping it once

    68 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

    Kaylen Nolen supported this idea  · 

  20. Change Time Zone for Date Variable

    51 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    Kaylen Nolen supported this idea  · 
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