Settings and activity

179 results found

1. Send more than 10 documents in a bundle

   66 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
   Not Planned  ·  Valeryia Baranava responded

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario namely:

   • Rooms

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   Anonymous supported this idea  ·  Jan 12, 2023

2. Import Folder to Content Library: upload multiple files to content library

   36 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   Anonymous supported this idea  ·  Jan 12, 2023

3. Approvals are set up on a document level

   85 votes

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   Released  ·  13 comments  ·  Ideas to Improve PandaDoc  ·  Delete…  ·  Admin →
   Anonymous supported this idea  ·  Jan 12, 2023

4. Make fields conditionally (non-) required if previous field is filled out.

   7 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Conditional fields

   Anonymous shared this idea  ·  Jan 10, 2023

5. fillable fields for internal use only

   11 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Lindsey Schocke responded
   Anonymous supported this idea  ·  Jan 9, 2023

6. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

   66 votes

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   12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
   Not Planned  ·  Katie Hudson 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  ·  Jan 6, 2023

7. PipeDrive connection

   21 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

   This change allows us to further explore the feasibility and impact of this and other requested enhancements, 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.

   Anonymous supported this idea  ·  Jan 5, 2023

8. Spellchecker: Spell Check in App like Grammarly

   347 votes

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   42 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Not Planned  ·  Valeryia Baranava responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Anonymous supported this idea  ·  Jan 5, 2023

9. Manually adjust the size of the whole pricing table: Ability to resize pricing table rows

   24 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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  ·  Dec 29, 2022

10. Permissions for specific documents: Private documents (Password protect documents internally)

    205 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Anonymous supported this idea  ·  Dec 29, 2022
    An error occurred while saving the comment
    Anonymous commented  ·  Dec 29, 2022  ·  Delete…

    Be able to lock/restrict other admins from viewing specific documents in a workspace.

    Save Submitting...

11. Fonts for signatures - Set Default font option or Add Font for Signature Field

    43 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Anonymous supported this idea  ·  Dec 28, 2022

12. Resend button

    47 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Anonymous supported this idea  ·  Dec 28, 2022

13. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    67 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:

    Adding Recipients Twice in Signing Order

    Anonymous supported this idea  ·  Dec 19, 2022

14. Enable Smart Content from Fields as well as Variables

    106 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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  ·  Dec 19, 2022
    An error occurred while saving the comment
    Anonymous commented  ·  Dec 19, 2022  ·  Delete…

    Regarding button conditionality; it would be great if entire pages were able to show up/disappear based on conditionality!

    Save Submitting...

15. Checklist for Completed Items

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

    Creating tasks in Rooms

    Anonymous shared this idea  ·  Dec 15, 2022

16. QR Code (or barcode) on form instead of link

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
    Valeryia Baranava responded
    An error occurred while saving the comment
    Anonymous commented  ·  Dec 14, 2022  ·  Delete…

    Have Barcode available for users to access forms

    Save Submitting...

17. Ability to add payment processing fees

    59 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
    Solution Exists  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:

    - Add and set up quote builder: Discounts, taxes, and fees

    - Pricing table. One-time and recurring fees

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Anonymous supported this idea  ·  Dec 13, 2022

18. Identify Recurring charges in Catalog Import CSV

    18 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://support.pandadoc.com/hc/en-us/articles/360007915153-Import-and-export-your-catalog-via-CSV

    Anonymous shared this idea  ·  Dec 13, 2022

19. Save and Doesn't save buttons for templates and documents

    26 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    Anonymous supported this idea  ·  Dec 13, 2022

20. Built-in Document Translator: Option to convert the document content to another language

    62 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Anonymous supported this idea  ·  Dec 13, 2022