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  1. Integration capabilities with WhatsApp

    11 votes

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

  2. Update Contacts via mobile app

    4 votes

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

  3. Convert a form to a template

    126 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.

    Rachele Galang Ong supported this idea  · 

  4. Hide columns in pricing table via API

    6 votes

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

  5. to disable adding the emails that have been added in CC to the HubSpot contacts

    14 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  6. Automation: select document creator when using automation to send another document

    6 votes

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

  7. Exclusive Folder Sharing Capability for Specific Users

    10 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  · 

  8. Allow collaborator's to add/create documents to a "shared with me" folder

    7 votes

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

  9. Auto fill repeating fields - signature and initials fields

    21 votes

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

  10. Show Payment Value at the email sending pop-up when you send the document

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Rachele Galang Ong shared this idea  · 

  11. Automatic calculations in fields

    183 votes

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    33 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.

    Rachele Galang Ong supported this idea  · 

  12. Dashboard - be able to add Customisable Tiles to Dashboard

    6 votes

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

    to be able to change the name of the sections in the team dashboard

    Rachele Galang Ong supported this idea  · 

  13. [Hubspot] Create a document from a predefined object in Hubspot only

    5 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  14. Customize signature certificate design

    53 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  15. Display profit margin in the pricing table

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  16. Link signature fields via field ID to auto-populate across the document.

    4 votes

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

  17. [Pricing table]: show line item fee total in the total

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  18. Change Default Signature Color

    49 votes

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    3 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!

    Rachele Galang Ong supported this idea  · 

  19. Ability to change the red color of the 'Signer' next to the recipient email in the recipient list.

    4 votes

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

  20. Set Variable formatting passed from CRM (commas in variables)

    130 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    Rachele Galang Ong supported this idea  · 
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