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365 results found

  1. Edit the Completed document with saving the signature

    212 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

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    Anonymous commented  · 

    ability to undo editing a completed document or recover the completed document

    Anonymous supported this idea  · 

  2. Export docusign to Pandadoc

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  3. Restrict downloading a PDF of a Form for recipients

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  4. Redact feature in editing

    5 votes

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

  5. word wrap options once added in the radio button field

    8 votes

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

  6. Adding table of contents on .png uploaded files

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  7. Copy templates to a the new workspace

    19 votes

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

    ability to share documents/templates/content library across different accounts

  8. Downloading attachments along with the document they are attached to

    216 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  9. Make document value optional (for HR and not-commercial documents)

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Anonymous supported this idea  · 

  10. Download document as PowerPoint (.ppt) format

    19 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  11. organize proposals in a pipeline format

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  12. Add collaborator same way as adding other account roles

    4 votes

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

  13. Archive documents

    59 votes

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

    There should be an option to acknowledge and archive expired or declined documents

  14. [Bulk action] Select and edit several documents at once

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Anonymous commented  · 

    to be able to hold select a document, hold shift, scroll down to another document and by selecting another document it selects each document in-between my initial selection and the latter selection

  15. add collaborator to a batch of document or all new documents at once

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  16. Data storage in Australia

    12 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Virtual Data Room (VDR) feature as well

  17. Customize who receives email notifications

    78 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Anonymous supported this idea  · 

  18. Import Contacts using CSV file directly to Pandadoc

    17 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    "Let's assume I have a template or a form ready in my PandaDoc account. I need to create 20 versions of that document, each for a different person with a different information (i.e. address, etc.). I have all the information in a spreadsheet. So - is it possible to create these 20 documents by importing the values that differ (name, address, etc.) and create all 20 documents this way?"

  19. Hubspot link document to Custom Object

    19 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, 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  · 

  20. Re-arrange pre-selected smart content within a module.

    7 votes

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

    re-arranging pre-selected smart content and to see an enlarged version when hovering the mouse over the different smart content when there are multiple options

    Anonymous supported this idea  · 
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