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189 results found

  1. "Download all" checkbox selects ALL documents

    9 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  · 

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

    8 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  · 

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

    61 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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  · 

  4. Change Time Zone for Date Variable

    47 votes

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

    Kaylen Nolen supported this idea  · 

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

    30 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  6. Ability to import information from Excel to pricing tables

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Currently, we don't have a direct feature for importing Excel files and 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. However, we do support creating tables from Excel data. 

    Here's a quick guide on how to do it:

    1. Copy Tables: You can copy a table, or part of a table, from Office Suite (Office 365 and desktop versions), Google Workspace, or even HTML.
    2. Paste in PandaDoc: Simply paste (Cmd/Ctrl + V) it into a PandaDoc page. This action will create a new PandaDoc table in your template, document, content library item, or form.
    3. Styling Options: You can restore the original styling of the table by selecting 'Source formatting' in the dropdown menu at the lower right corner of the table in PandaDoc.

    For copying into a pricing table specifically:

    1. Prepare Your Table: Ensure your…
    Kaylen Nolen supported this idea  · 

  7. Ability to customize system variables like the document reference number

    11 votes

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

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

    118 votes

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

  9. Option to test payment on a document using Stripe (sandbox)

    28 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Kaylen Nolen supported this idea  · 

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

    68 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  · 

  11. More design options for editor

    17 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  12. Save changes manually

    6 votes

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

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

    14 votes

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

  14. Reminders set in hours

    8 votes

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

  15. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    101 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  16. "Clear Product" button in pricing table

    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  · 

  17. [Quote Builder]: Add an Inline comment for Quote Builder Block

    2 votes

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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  · 

  18. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    183 votes

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

  19. Restrict the ability to download uncompleted document [Workaround in comments]

    19 votes

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

  20. Allow fields to be pre-filled and not assigned

    6 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  · 
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