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35 results found

  1. Export metadata of a document

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  2. Chat Notification: email notifications for chat messages

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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  3. Change the default reply-to email address

    24 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  4. Restrict variable editing

    12 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  5. Content Lock Variables from moving: Prevent variables from moving once filled with data to avoid alignment issues.

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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  6. Custom role ability to create automations

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Anonymous shared this idea  · 

  7. Smart Content - Increase the limit of the 50 conditions per rule with a maximum of 10 content library items

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  8. to disable adding the emails that have been added in CC to the HubSpot contacts

    8 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Anonymous commented  · 

    My customer would like to disable having internal contacts from being created in Hubspot when they are cc'd in a document.

    Anonymous supported this idea  · 

  9. when adding a user have a dropdown to identify the team they are associated with

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  10. Option for deleting multiple pages in a document or template

    69 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous supported this idea  · 

  11. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    136 votes

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    29 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  12. Being able to pull any product info (example SKU) into the Report

    4 votes

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

  13. Smart Content with "OR" conditional rule, when using variables

    32 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  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!

    Anonymous supported this idea  · 

  14. Send the document automatically after approval

    82 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On Roadmap  ·  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.

    Anonymous supported this idea  · 

  15. 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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    Anonymous supported this idea  · 

  16. reassign fields after a document is sent

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Anonymous supported this idea  · 

  17. Forms notification: Ability to configure Form notification emails / Turn off or Customize Form submitted email

    52 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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!

    Anonymous supported this idea  · 

  18. Witness Signatures: Sign with a witness feature

    77 votes

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    8 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!

    Anonymous supported this idea  · 

  19. Merge vertical cells in Pricing table

    58 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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  20. Change Document Status Within the Document

    68 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Anonymous supported this idea  · 
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