Settings and activity

629 results found

1. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

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   60 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Brian Gacila supported this idea  ·  Oct 5, 2022

2. Conditional fields: 'Hide these fields' option along with 'Show these fields'

   19 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Brian Gacila supported this idea  ·  Oct 5, 2022

3. Move documents across workspaces and keep the statuses

   249 votes

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   35 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

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   Brian Gacila commented  ·  Oct 4, 2022  ·  Edit…  ·  Delete…

   maintain the document status and signature

   Save Submitting...
   Brian Gacila supported this idea  ·  Aug 17, 2022

4. Mobile preview: Ability to preview documents how they would look on mobile

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   9 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Brian Gacila supported this idea  ·  Sep 28, 2022

5. Witness Signatures: Sign with a witness feature

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   79 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Brian Gacila supported this idea  ·  Sep 27, 2022

6. Ability to embed a website iframe module in documents/templates (also for booking a meeting) / Embed a map from MyMaps/Google maps

   33 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  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!

   An error occurred while saving the comment
   Brian Gacila commented  ·  Sep 25, 2022  ·  Edit…  ·  Delete…

   embed a website page like calendly to a document

   Save Submitting...
   Brian Gacila supported this idea  ·  Sep 25, 2022

7. Auto assign roles with Field Tag Recognition

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Brian Gacila supported this idea  ·  Sep 23, 2022

8. Show / keep fields when document is downloaded in PDF so the recipient can sign on paper

   32 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  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!

   Brian Gacila supported this idea  ·  Sep 20, 2022

9. Lock fields position on a template/document

   55 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

   Brian Gacila supported this idea  ·  Sep 16, 2022

10. [Bulk Action] Mass download templates

    50 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Brian Gacila supported this idea  ·  Sep 14, 2022

11. Declined Document Notifications

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Sep 14, 2022

12. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    58 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Brian Gacila supported this idea  ·  Sep 13, 2022

13. Delete recipients from signed documents

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Brian Gacila supported this idea  ·  Sep 13, 2022

14. Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table

    20 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Sep 12, 2022

15. Ability to turn off specific notification emails sent to recipients.

    130 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Brian Gacila supported this idea  ·  Sep 12, 2022

16. Edit the Completed document with saving the signature

    211 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

    Brian Gacila supported this idea  ·  Sep 11, 2022

17. Flexible pricing table images: adding directly to the pricing table

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    42 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    
    

    You can add images straight to Quote Builder, which is a part of our CPQ solution. Follow this link to learn more about Quote Builder.

    Brian Gacila supported this idea  ·  Sep 9, 2022

18. Turn off / Change auto page breaks

    24 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Sep 8, 2022

19. Image library: bulk upload feature for images

    81 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

    Brian Gacila supported this idea  ·  Sep 8, 2022

20. Ability to search from Dashboard

    28 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Sep 8, 2022