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71 results found

  1. Send the document automatically after approval

    95 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  2. Add variables to the Room

    21 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  3. Push the updates to custom object in Salesforce for notes

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  4. Update PandaDoc Document Status based on Salesforce Opportunity Stage

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  5. 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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  6. 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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    An error occurred while saving the comment
    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)

  7. Rooms for Salesforce

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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  8. [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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  9. 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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  10. Smart content for forms

    27 votes

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

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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  · 

  17. Advanced analytics for the Rooms.

    4 votes

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

    72 votes

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

    147 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  · 

  20. automatically place fillable fields

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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