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49 results found

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

    36 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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  · 

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

    180 votes

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

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

    11 votes

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

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

    8 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  · 

  5. transfer ownership of multiple documents/folder

    42 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  · 

  6. Software (offline) version of PandaDoc

    45 votes

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

  7. [Dashboard] Select period more than 1 year in Dashboard

    39 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Darby Lance supported this idea  · 

  8. Request for proposal (RFP) / RFP Response Capabilities

    28 votes

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

  9. Content Library sorting

    39 votes

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    4 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  · 

  10. Export Contacts List

    83 votes

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

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

    136 votes

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

  12. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals) [WORKAROUND PROVIDED]

    108 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On roadmap  ·  Liza Gatsak responded


    [WORKAROUND]

    Hi all! 

    I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z 

    I would be happy to answer your questions and get a feedback from you. You can…

    Darby Lance supported this idea  · 

  13. 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.

    269 votes

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

  14. Schedule Sending documents

    252 votes

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    25 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Darby Lance supported this idea  · 

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

    198 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding tokens/variables in saved messages and email. 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. Page number visible in web version

    234 votes

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

  17. Spellchecker: Spell Check in App like Grammarly

    292 votes

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

  18. multiple approvers in same approval group

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Darby Lance supported this idea  · 

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

    183 votes

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

  20. Sort Forms into different folders

    33 votes

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