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166 results found

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

    8 votes

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

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

    15 votes

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

  3. preview recipient email view

    5 votes

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

  4. Default size and font for a field

    52 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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. Send documents with unassigned fields: No need to assign fields

    68 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 appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!

    Kaylen Nolen supported this idea  · 

  6. Convert Cover Page to Content Page

    15 votes

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

  7. Ability for page number to show left or right

    22 votes

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

  8. Conditional approval workflow based on variables

    40 votes

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

  9. Drop down menu in forms that will populate fields based on drop down selection

    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  · 

  10. Search Results are no longer sortable

    20 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. HubSpot: Preserve formatting when syncing rich text fields

    14 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Kaylen Nolen supported this idea  · 

  12. Tokens/Variables in saved messages / email body or subject

    223 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the 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  · 

  13. Move documents across workspaces and keep the statuses

    257 votes

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

  14. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    48 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the 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  · 

  15. Pull data from custom HubSpot objects

    7 votes

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

  16. Fields locking for other account's members / Lock field location by content locking

    14 votes

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

  17. Signer can re-assign some fields to other people

    30 votes

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

  18. Change the default screen for creating a document: Make My templates a default page when creating documents

    2 votes

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

  19. Recipients can upload visible in a document images / files

    52 votes

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

    With that, would like to see the ability to either upload or take the picture to be added to the document

  20. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    170 votes

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