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9 results found

  1. Smart content: more than one rule

    21 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Other  ·  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!

  2. Fields move automatically with text blocks: link fields to blocks

    125 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Darrel Tenter supported this idea  · 

  3. Tokens/Variables in saved messages / email body or subject

    198 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding tokens/variables in saved messages and email. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Darrel Tenter supported this idea  · 

  4. Schedule Sending documents

    252 votes

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    25 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Darrel Tenter supported this idea  · 

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

    245 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Darrel Tenter supported this idea  · 

  6. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    323 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Darrel Tenter supported this idea  · 

  7. Reminder customization: Customize the text in reminder message

    353 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Darrel Tenter supported this idea  · 

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

    57 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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!

    Darrel Tenter supported this idea  · 

  9. Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients

    11 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Darrel Tenter commented  · 

    I would like to make document in a bundle only viewable to specific recipients?

    For example. I would like a proposal sent to client, but another doc in a bundle to go to someone internal and not to the client.
    Another example would be to send the proposal to certain client contacts, a MSA to legal, W9 to accounting, etc.
    This could also work for content blocks and such.

    Darrel Tenter supported this idea  ·