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335 results found

  1. [Bulk send] Edit documents

    16 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  2. private dashboard of docs that contained financial info

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  3. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    183 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  4. Download specific pages of a document

    17 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  5. download seperate page of the document/template as pdf

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  6. Transfer ownership for Forms

    51 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (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!

    Rachele Galang Ong supported this idea  · 

  7. Smart Content will not include the page only the content items

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Rachele Galang Ong commented  · 

    As per the client: "Can the smart content only be a block of text and not a whole page?"

    Rachele Galang Ong supported this idea  · 

  8. Improve auto save feature

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  9. Copper link to deal ev2

    20 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  10. Set all fields recognized in PDF auto-placement as required

    19 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  11. Signature with Conditional Approvals

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  12. Pass images from CRMs to documents using tokens/variables

    63 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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 namely:

    - You can use Conditional Content to pass images as variables. Please see more here.

    - Passing images is also available via Pricing table or Quote Builder. Check this link for more info.

    If you need help with the set up, please feel free to reach out to our Support team for assistance! 

    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.

    Rachele Galang Ong supported this idea  · 

  13. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  14. [Bulk Action] Mass download templates

    45 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (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!

    Rachele Galang Ong supported this idea  · 

  15. Image library: bulk upload feature for images

    80 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (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!

    Rachele Galang Ong supported this idea  · 

  16. [Bulk Action] Upload Multiple Images into Document or Template

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  17. Conditional fields for several recipients

    13 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  18. Scheduled payment feature

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  19. Multiple lines in variables: insert line breaks in tokens/variables

    10 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  20. Remove logo from branding entirely within a workspace

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Rachele Galang Ong supported this idea  · 
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