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16 results found

  1. Allow issuing Forms from API

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Anonymous supported this idea  · 

  2. Sort Forms into different folders

    30 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Anonymous supported this idea  · 

  3. Filter timeline activity log

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Anonymous supported this idea  · 

  4. Delete Timeline from Dashboard

    8 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  5. Custom Electronic Disclosure Message

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  6. make template inactive

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Anonymous supported this idea  · 

  7. WCAG 2.0 accessibility compliance

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Anonymous supported this idea  · 

  8. An ability to add decimals in the "Numbers only" text field

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  9. Set Variable formatting passed from CRM (commas in variables)

    107 votes

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    14 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.

    Anonymous supported this idea  · 

  10. Move documents across workspaces and keep the statuses

    186 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Anonymous commented  · 

    Ability to transfer documents from one workspace to another workspace

    Anonymous supported this idea  · 

  11. Push Additional Information into Stripe with Payment

    18 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Anonymous supported this idea  · 

  12. Schedule Sending documents

    222 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  13. Pull Hubspot rich text fields

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Anonymous commented  · 

    pulling rich text field from Hubspot to PandaDoc

  14. Edit uploaded PDFs

    240 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous commented  · 

    make a pdf editable aside from manually typing it

    Anonymous supported this idea  · 

  15. Set pricing table currency upon document creation via API

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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  16. Approval Workflow auto-reminders

    18 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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