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43 results found

  1. Resend button

    47 votes

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

  2. Customize who receives email notifications

    79 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Darby Lance supported this idea  · 

  3. Mass Download "Collect file" field attachments

    55 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Solution Exists  ·  Katie Hudson responded

    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.

    Darby Lance supported this idea  · 

  4. Use custom variables/fields in forms

    68 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Darby Lance supported this idea  · 

  5. Send the document automatically after approval

    107 votes

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    19 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.

    Darby Lance supported this idea  · 

  6. Automatically download the attachments when opening the files added to collect files field

    69 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Darby Lance supported this idea  · 

  7. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    73 votes

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    18 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.

    Darby Lance supported this idea  · 

  8. Freehand Annotation & Drawing Tools on Documents

    91 votes

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    3 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!

    Darby Lance supported this idea  · 

  9. Witness Signatures: Sign with a witness feature

    82 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Darby Lance supported this idea  · 

  10. 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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    Darby Lance supported this idea  · 

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

    257 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Darby Lance supported this idea  · 

  12. 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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    Darby Lance supported this idea  · 

  13. Automatic calculations in fields

    188 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

    Darby Lance supported this idea  · 

  14. 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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    Darby Lance supported this idea  · 

  15. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    146 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  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.

    Darby Lance supported this idea  · 

  16. Export Field Data into CSV or Excel file

    151 votes

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    23 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!

    Darby Lance supported this idea  · 

  17. Variables contain formulas: Excel formulas

    96 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Darby Lance supported this idea  · 

  18. Different Header/Footers for Each Page

    153 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Darby Lance supported this idea  · 

  19. Auto-reminders: customize the text in reminder message

    339 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Darby Lance supported this idea  · 

  20. ability (button) to download a PDF of a Form

    38 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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!

    Darby Lance supported this idea  · 
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