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38 results found

  1. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    104 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

    Danielle Kraft supported this idea  · 

  2. Move documents across workspaces and keep the statuses

    140 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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!

    Danielle Kraft supported this idea  · 

  3. Different Header/Footers for Each Page

    118 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

    Danielle Kraft supported this idea  · 

  4. Schedule Sending documents

    169 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

    Danielle Kraft supported this idea  · 

  5. Change the color of the recipient role fillable fields in a document (template)

    237 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are developing something similar that addresses the most common feedback related to field colors - confusion with similar colored fields. 

    While this enhancement does not allow you to pick the colors for assignees, it will ensure that no two assignees will have similar colored fields.

    The new color palette will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via alerts inside PandaDoc and here on our idea portal.

    Danielle Kraft supported this idea  · 

  6. Auto name Documents with tokens / Use variables in Document and Forms titles

    302 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Danielle Kraft supported this idea  · 

  7. Disable Document Sent for CC'd Recipients

    23 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Danielle Kraft commented  · 

    I need my CC to only receive a completed document notification. One department sends the document out to customer, but another department receives it.

    Danielle Kraft supported this idea  · 

  8. Edit / customize text in all email notifications including Completion or Signed Email Message

    154 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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.

    Don’t hesitate to reach out if you have any other ideas.

    Danielle Kraft supported this idea  · 

  9. Notifications for the "collaborator"

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Danielle Kraft supported this idea  · 

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

    42 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Community Forums Manager, 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!

    Danielle Kraft supported this idea  · 

  11. Status Change Notifications

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Danielle Kraft supported this idea  · 

  12. Change the email body for notifications to CC'd recipients

    8 votes

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

  13. Notifications for all users

    45 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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!

    Danielle Kraft supported this idea  · 

  14. Customize who receives email notifications

    42 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Danielle Kraft supported this idea  · 

  15. Search cross workspaces for documents

    18 votes

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

  16. Support Loom video embed in documents

    29 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Danielle Kraft supported this idea  · 

  17. Remove or hide PandaDoc promo from the Signature certificate

    19 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Danielle Kraft supported this idea  · 

  18. Hide some pages from one of the signers / recipients

    30 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Danielle Kraft commented  · 

    Yes similar to an office use only page or section that is completed by a second signer that we don't want the first to see

    Danielle Kraft supported this idea  · 

  19. fillable fields for internal use only

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Danielle Kraft supported this idea  · 

  20. Abillity to have an auto reply within proposal/documents

    1 vote

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Danielle Kraft commented  · 

    Enabling an auto email to send out after a client submits their response to indicate please allow 3-5 days for our team to reply.

    Danielle Kraft supported this idea  · 
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