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124 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. 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  · 

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

    258 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  · 

  9. 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  · 

  10. 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  · 

  11. [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  · 

  12. 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  · 

  13. 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  · 

  14. 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  · 

  15. Conditional logic for fields that will allow text blocks to appear when condition is met

    41 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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  · 

  16. Ability to import information from Excel to pricing tables

    16 votes

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

  17. Ability to turn off specific notification emails sent to recipients.

    138 votes

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

  18. Add an email signature, text formatting, and/or images (logos) to Saved Messages

    71 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Kaylen Nolen commented  · 

    Have the ability to set a default email signature (Ie name & contact info) that is added to all email bodies when sending a document via email.

    An error occurred while saving the comment
    Kaylen Nolen commented  · 

    Would like to see email signature templates in the template gallery or content library that can be used to implement signatures in your choice email provider.

    Kaylen Nolen supported this idea  · 

  19. Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level

    15 votes

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

  20. Reminders set in hours

    11 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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