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195 results found

  1. Set a default date for the Date field

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Kaylen Nolen shared this idea  · 

  2. Add an attached file to saved messages

    4 votes

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

  3. Add documents to a bundle

    13 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  4. PandaDoc desktop app

    6 votes

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

  5. Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Kaylen Nolen supported this idea  · 
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    Kaylen Nolen commented  · 

    Have a way to share signed documents (like the PDF's) through PandaDoc, instead of having to Download the PDF and share separately.

  6. Hide names of assigned roles in Forms

    2 votes

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

  7. delete a workspace or archive a workspace

    34 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (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!

    Kaylen Nolen supported this idea  · 

  8. [Reporting] Reporting based on document tags

    28 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  9. Ability to remove Document Reference (Document-Ref) number from pages

    48 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  Molly Abrams 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  · 

  10. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

    291 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Early access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

    Kaylen Nolen supported this idea  · 

  11. Embed HTML into docs

    30 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Kaylen Nolen commented  · 

    Add HTML blocks as previously featured in Classic Editor to 2.0

    Kaylen Nolen supported this idea  · 

  12. option to bulk cc a recipient for all documents

    9 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  13. bundling more than 10 documents

    38 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, 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 this scenario namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Kaylen Nolen supported this idea  · 

  14. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    79 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not planned  ·  Molly Abrams 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  · 

  15. OCR capabilities

    24 votes

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