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51 results found

  1. Fields move automatically with text blocks: link fields to blocks

    127 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 

  2. 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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    Alma‌‌ Bailo‌ supported this idea  · 

  3. Forms that do not show the creator's name on email notifications when they are sent out.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Alma‌‌ Bailo‌ shared this idea  · 

  4. option to hide documents (don't want to delete them, but want them hidden)

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 

  5. Automatically put the value from one pricing table in another pricing table

    21 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 

  6. Working TOC in PDF files: clickable table of contents in PDF

    30 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 

  7. Move documents across workspaces and keep the statuses

    237 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 

  8. remove the owner from being copied on every notification for all licenses

    3 votes

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

  9. Signature setting per user

    22 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 

  10. Skip/remove or override a signer the signing order

    20 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 

  11. stop receiving email updates when people joins pandadoc

    2 votes

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

  12. quantity editing for all the pricing table

    7 votes

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    2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Section quantity in Quote Builder


    You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.


    Alma‌‌ Bailo‌ supported this idea  · 

  13. [Portuguese/Brazil] Recipient localization for documents created via API

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Alma‌‌ Bailo‌ shared this idea  · 

  14. Custom indents for text & lists

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Alma‌‌ Bailo‌ shared this idea  · 

  15. Merge vertical cells in a table

    50 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

    Alma‌‌ Bailo‌ supported this idea  · 

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

    185 votes

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

  17. Table of contents: PDF page breaks recognition

    38 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

    Alma‌‌ Bailo‌ supported this idea  · 

  18. Generate Report of the IP address and location in the Signature Certificate

    12 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 

  19. Set Exclusion Rules for Salesforce Status Triggers

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Alma‌‌ Bailo‌ shared this idea  · 

  20. Pricing table: separate design option for total sections (adjust design for totals individually)

    55 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios. Here are the instructions:

    1. Hide the total section and add text block below the pricing table. 
    2. Use Pricing table total variable or any other that you'd need to adjust. 
    3. Change format as needed via Text design. 

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

    Alma‌‌ Bailo‌ supported this idea  · 
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