Settings and activity

85 results found

1. Export Field Data into CSV or Excel file

   139 votes

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   22 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!

   AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Oct 6, 2023

2. Having separate repository and folders within Image Library

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   194 votes

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   18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not Planned  ·  Molly Abrams 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!

   AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Sep 25, 2023

3. Set a Saved Message on the template level

   46 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  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.

   AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Aug 31, 2023

4. The ability to enable document forwarding after the document has been sent.

   4 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Jul 30, 2023

5. Charts for Reporting

   5 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

   
   

   AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Jun 16, 2023

6. [Bulk action] Select and edit / update several templates at once

   31 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Jun 12, 2023

7. Ability to choose pricing recurring billing period from annually to 2 years or more.

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Apr 28, 2023

8. Stripe + Plaid

   27 votes

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   Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Apr 20, 2023

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

   56 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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.

   AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Apr 19, 2023

10. ability to pull negative numbers from salesforce

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Early Access  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, please reply to this email notification.

    AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Apr 18, 2023

11. QR code for documents

    13 votes

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

    
    

    AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Apr 3, 2023

12. Change Paper Size for A4 to Default in Main Settings / Theme Settings

    11 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Mar 27, 2023

13. Enable Smart Content from Fields as well as Variables

    94 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

    AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Mar 8, 2023

14. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    127 votes

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    20 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.

    AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Feb 1, 2023

15. Larger signatures and Initials within the Fields

    14 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Jan 3, 2023

16. Compliance NOM 151

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Nov 17, 2022

17. Disable the option to edit a completed document

    29 votes

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

    
    

    AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Nov 17, 2022

18. Bulk Send from CRM

    26 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Nov 2, 2022

19. Gridlines / Ruler

    26 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Oct 25, 2022

20. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    92 votes

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    18 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. Please check back for updates.

    AdminGeorge Edward Dongallo (Admin, PandaDoc) supported this idea  ·  Oct 6, 2022