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190 results found

  1. Save custom tokens/variables

    29 votes

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

  2. Customize/select/personalize email messages for multiple recipient/signers

    32 votes

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

  3. Option to have a recipient to sign the document and forward it to another signer with saved field values

    36 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  4. Replace Source file for specific Page

    13 votes

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

  5. Payment Receipt from PandaDoc

    59 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    Kaylen Nolen supported this idea  · 

  6. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    56 votes

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

  7. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    141 votes

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

  8. Export Field Data into CSV or Excel file

    125 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Thank you for your continued interest and feedback on this idea. 

    The status of this idea is currently unchanged as our team carefully reviews and assesses its feasibility. While it is looking more likely to be added to our roadmap, we cannot make any guarantees at this time. We appreciate your patience and will provide another update as soon as we have more information to share.

    Kaylen Nolen supported this idea  · 

  9. Greek localization

    4 votes

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

  10. rename user of the app as an admin

    6 votes

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

  11. Ability to populate documents from fields filled in on a prior document

    8 votes

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

  12. waiting for payment and paid Doc statuses outside of payment integrations

    15 votes

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

  13. text next to radio buttons

    7 votes

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

  14. preview recipient email view

    4 votes

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

  15. Display uploaded files in PDF

    13 votes

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

    Need this functionality in EV2 as well

  16. Default size and font for a field

    51 votes

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    6 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!

    Kaylen Nolen supported this idea  · 

  17. Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.

    21 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  18. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    350 votes

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    47 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

    Kaylen Nolen supported this idea  · 

  19. Pay for optional items in a Form

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Kaylen Nolen shared this idea  · 

  20. Send documents with unassigned fields: No need to assign fields

    61 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update related to your request to have the ability to send documents with unassigned fields. After careful consideration and further analysis, we have adjusted its status to "Being Evaluated."

    This change allows us to further explore the feasibility and impact of this enhancement, 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 and patience as we take the time to thoroughly evaluate this potential improvement. Your feedback is invaluable to us, and we're committed to keeping you informed on our progress.

    Kaylen Nolen supported this idea  · 
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