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43 results found

  1. Downloading attachments along with the document they are attached to

    226 votes

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    44 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Darby Lance supported this idea  · 

  2. Automatic PDF attachments to emails notifying about a completed eForm

    12 votes

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

  3. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    9 votes

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

  4. transfer ownership of multiple documents/folder

    48 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (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!

    Darby Lance supported this idea  · 

  5. Software (offline) version of PandaDoc

    51 votes

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

  6. [Home] Select period more than 1 year in Home

    43 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (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!

    Darby Lance supported this idea  · 

  7. AI-Powered Request for proposal (RFP) / RFP Response Capabilities

    31 votes

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

  8. Content Library sorting

    44 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (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!

    Darby Lance supported this idea  · 

  9. Export Contacts List (Self-Serve)

    91 votes

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

  10. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    144 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Darby Lance supported this idea  · 

  11. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    297 votes

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    52 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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.

    Darby Lance supported this idea  · 

  12. Schedule Sending documents

    293 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Early Access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi,

    Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.

    We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.

    To learn more about how it works, check out our Help Center article.

    Thank you for voting for this idea – your feedback is what got it built.

    Igor, Product team @ PandaDoc

    Darby Lance supported this idea  · 

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

    230 votes

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    42 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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.

    Darby Lance supported this idea  · 

  14. Page number visible in web version

    261 votes

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

  15. Spellchecker: Spell Check in App like Grammarly

    346 votes

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

  16. Permissions for specific documents: Private documents (Password protect documents internally)

    202 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Darby Lance supported this idea  · 

  17. 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.

    Darby Lance supported this idea  · 

  18. Branding for Forms

    35 votes

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

  19. Convert a form to a template

    127 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

    We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Darby Lance supported this idea  · 

  20. save initials in the account like signatures

    11 votes

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