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21 results found

  1. Tokens/Variables in saved messages / email body or subject

    147 votes

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    On roadmap  ·  27 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Alison Henry supported this idea  · 

  2. Schedule Sending documents

    172 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Automations  ·  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!

    Alison Henry supported this idea  · 

  3. Redirect recipient to a custom URL upon completion

    359 votes

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    46 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Alison Henry supported this idea  · 

  4. JIRA

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Alison Henry supported this idea  · 

  5. More numbering options

    11 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Alison Henry supported this idea  · 

  6. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

    35 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Alison Henry supported this idea  · 

  7. Edit uploaded PDFs: OCR

    221 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Alison Henry supported this idea  · 

  8. Spellchecker: Spell Check in App like Grammarly

    222 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Right now, 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.

    Alison Henry supported this idea  · 

  9. Change the color of the recipient role fillable fields in a document (template)

    238 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are developing something similar that addresses the most common feedback related to field colors - confusion with similar colored fields. 

    While this enhancement does not allow you to pick the colors for assignees, it will ensure that no two assignees will have similar colored fields.

    The new color palette will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via alerts inside PandaDoc and here on our idea portal.

    Alison Henry supported this idea  · 

  10. Pricing Table calculations: Excel Formulas.

    539 votes

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    55 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – that 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

    An error occurred while saving the comment
    Alison Henry commented  · 

    This is so critical for so many. Please add soon

    Alison Henry supported this idea  · 

  11. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    249 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – that 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

    Alison Henry supported this idea  · 
    An error occurred while saving the comment
    Alison Henry commented  · 

    This is critical.

  12. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    217 votes

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    In development  ·  32 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Alison Henry supported this idea  · 

  13. Conditional Logic set up in Pricing tables

    189 votes

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    11 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    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!

    An error occurred while saving the comment
    Alison Henry commented  · 

    This is critical for my team. Agree with Steve below "Plus if customer changes the quantity of product A then product B quantity changes to match it"

    Alison Henry supported this idea  · 

  14. If a document is deleted, all notifications to recipients stop

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Alison Henry shared this idea  · 

  15. Log in via 2FA (Two Factor Authentication) / MFA

    260 votes

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    43 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Alison Henry supported this idea  · 

  16. Reminder customization: Customize the text in reminder message

    282 votes

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

    Alison Henry supported this idea  · 

  17. Word (docx) Import improvements

    137 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi!

    We have made significant improvements in the docx import and export experience in 2021 and 2022, but aren't currently planning on additional features or improvements in this area 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!

    Alison Henry supported this idea  · 

  18. Quickbooks ACH

    97 votes

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    4 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Being evaluated  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    Hi,  

    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. We are evaluating a native Quickbooks + Quickbooks pay integration. However, those items are not scoped yet. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.

    Alison Henry supported this idea  · 

  19. Different Header/Footers for Each Page

    118 votes

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    8 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!

    Alison Henry supported this idea  · 

  20. Add up multiple pricing tables to create a summary table

    100 votes

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    13 comments  ·  Ideas to Improve PandaDoc » CPQ - 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!

    Alison Henry supported this idea  · 
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