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219 results found

  1. Duplicate a folder including content (documents/templates/content library)

    16 votes

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

  2. Convert a form to a template [Workaround in comments]

    106 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  3. Make fields required internally (to require users to upload documents)

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Anonymous shared this idea  · 

  4. [Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)

    43 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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!

    An error occurred while saving the comment
    Anonymous commented  · 

    The client would like to have an exportable report of members within each Workspace.

    Anonymous supported this idea  · 

  5. Pass document public URL via Zapier

    47 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Being evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    Anonymous supported this idea  · 

  6. Automatic backup

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Anonymous supported this idea  · 

  7. In-person signing without email

    22 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Anonymous supported this idea  · 

  8. Fields sync back to Salesforce

    62 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  9. Ability to search within the document

    24 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Anonymous supported this idea  · 

  10. Allow other people besides The document owner to receive renewal notification emails

    17 votes

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

  11. Search Results are no longer sortable

    19 votes

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

  12. 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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  13. Export document's recipient analytics

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  14. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    333 votes

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    44 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

    Anonymous supported this idea  · 

  15. Get workspace ID from IU

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  16. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    94 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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  · 

  17. Bulk Edit Content Library Items

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Recover deleted Form [Workaround in comments]

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  19. Add merge fields to content library

    4 votes

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