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49 results found

  1. Attachments visible from the document view for the recipient: embedding an attachment into a document

    21 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Darby Lance supported this idea  · 

  2. Resend button

    42 votes

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

  3. Customize who receives email notifications

    74 votes

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

  4. Mass Download "Collect file" field attachments

    53 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Solution exists  ·  AdminKatie Hudson (Admin, PandaDoc) 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  · 

  5. Use custom variables/fields in forms

    62 votes

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

  6. Send the document automatically after approval

    81 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Darby Lance supported this idea  · 

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

    64 votes

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

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

    67 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Darby Lance supported this idea  · 

  9. Drawing lines and shapes

    84 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  · 

  10. Witness Signatures: Sign with a witness feature

    77 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Other  ·  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!

    Darby Lance supported this idea  · 

  11. 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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    Darby Lance supported this idea  · 

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

    245 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  · 

  13. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    97 votes

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

  14. Automatic calculations in fields

    168 votes

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    30 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  · 

  15. 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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    Darby Lance supported this idea  · 

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

    131 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Darby Lance supported this idea  · 

  17. Export Field Data into CSV or Excel file

    132 votes

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    20 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!

    Darby Lance supported this idea  · 

  18. Variables contain formulas: Excel formulas

    83 votes

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

  19. Different Header/Footers for Each Page

    143 votes

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

  20. Reminder customization: Customize the text in reminder message

    354 votes

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