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218 results found

  1. content library export

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  2. View Customized Document Values in Reports

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  3. Auto-rename document logic / Rename Forms after completion

    16 votes

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

    Automatically rename forms after they are completed by recipient.

  4. The ability to change the name of the workspace

    26 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Anonymous commented  · 

    Provide the ability to clients to change their Workspace name.

    An error occurred while saving the comment
    Anonymous commented  · 

    The client would like to be able to change their Workspace Names themselves instead of needing support to do it.

    Anonymous supported this idea  · 

  5. Disable expiration time / ability to set no expiration on document [Workaround in comments]

    34 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  6. Ability to generate URL for filtered documents list or set up default filtering options on workspace level

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  7. Send documents with unassigned fields: No need to assign fields

    58 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update related to your request to have the ability to send documents with unassigned fields. After careful consideration and further analysis, we have adjusted its status to "Being Evaluated."

    This change allows us to further explore the feasibility and impact of this enhancement, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding and patience as we take the time to thoroughly evaluate this potential improvement. Your feedback is invaluable to us, and we're committed to keeping you informed on our progress.

    Anonymous supported this idea  · 

  8. Allow for KBA: Knowledge Based Authentication

    43 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    In development  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hey there 👋 Big news – we've started the development of a new verification method: knowledge-based authentication. We're aiming to roll out early access by the end of Q2, so mark your calendars!

    Got any questions or suggestions? Just shoot a message.

    Igor, Product Team

    Anonymous supported this idea  · 

  9. Dropdown Field w/Fill-In option

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  10. Stripe API to Existing Products and Customers

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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  11. Add Fields to Role

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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  12. Transfer content between accounts: Option to transfer document /template/Library items to other account.

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  13. Mass Update Catalog Pricing by Percentage

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Redirect recipient to a custom URL upon completion

    444 votes

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    74 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Early access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hey there! Great news – the redirect after completion feature is now available for early access 🎉 

    With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process.

    If you're interested in enabling it for your use, feel free to message me back.

    Igor, Product team

    Anonymous supported this idea  · 

  15. Stop Payment Reminders on sent

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  16. text next to radio buttons

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  17. Turn off / Change auto page breaks

    23 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  18. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    155 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  19. Pricing table remove columns for line items

    4 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Anonymous commented  · 

    Be able to delete Columns on a Pricing Table.

  20. Rotate Text Blocks

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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