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32 results found

  1. Export metadata of a document

    2 votes

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

  2. Chat Notification: email notifications for chat messages

    10 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

    22 votes

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

    8 votes

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

  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

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  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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    Anonymous supported this idea  · 

  10. Option for deleting multiple pages in a document or template

    63 votes

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    5 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!

    Anonymous supported this idea  · 

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

    113 votes

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

  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

    26 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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  14. Send the document automatically after approval

    68 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Technical Support Associate, 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  · 

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

    226 votes

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    36 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.

    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

    49 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

    72 votes

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

  19. Merge vertical cells in Pricing table

    52 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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  · 

  20. Change Document Status Within the Document

    63 votes

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

    Anonymous supported this idea  · 
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