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67 results found

  1. Partial payments with Stripe: The option to divide a payment amount when collecting payments via Stripe

    10 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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  2. Ability to have a different variable date format on each template

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminVivian Mach (Admin, PandaDoc) commented  · 

    Ability to change the format of the date layout for document created, sent, and expired variables because of other countries date formats (ability to change the format without changing it on the workspace level)

  3. Rooms for Salesforce

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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  4. [CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables

    19 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  5. Content Library syncing to multiple workspaces

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  6. Smart content for forms

    25 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  7. General API key

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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  8. Add Shared with me folder for Templates to mobile app

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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  9. Auto-populate fields based on contact info

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  10. Autoassigning recipients to roles in CRM integrations

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  11. The option to split payment between recipients.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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  12. Content Library search inside a folder

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 

  13. Advanced analytics for the Rooms.

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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  14. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    71 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  15. Ability to Change Time Zone for a Signature Certificate

    145 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 

  16. automatically place fillable fields

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  17. Automatically align selected fields

    14 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  18. Group Check Boxes to Require One to be Checked / Select Atleast One Logic

    96 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 

  19. option to hide documents (don't want to delete them, but want them hidden)

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  20. Global setting: turn off notifications of manual status change

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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