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32 results found

  1. Automations in shared templates

    3 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Rylee May commented  · 

    we have several templates shared to other workspaces that we try not to have users duplicate. We would like to be able to have the ability for users to set up customizations on these based on the workspace settings/folders.

    Rylee May supported this idea  · 

  2. customized responses on declined documents/forms

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Rylee May supported this idea  · 

  3. Ability to send a document back to the previous step for an update

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Rylee May shared this idea  · 

  4. Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient

    28 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Rylee May supported this idea  · 

  5. Smart Forms Send via text (SMS)

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Rylee May commented  · 

    Ability to require a phone number/text and not an email on a form, or have the ability that both a text and email.

    Rylee May supported this idea  · 

  6. Spellchecker: Spell Check in App like Grammarly

    292 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Rylee May supported this idea  · 

  7. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    323 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Rylee May supported this idea  · 

  8. Reminder customization: Customize the text in reminder message

    353 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Rylee May supported this idea  · 

  9. Allow the recipient to change the name and pricing of products

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Rylee May supported this idea  · 

  10. Edit / customize text in all email notifications including Completion or Signed Email Message

    245 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Rylee May commented  · 

    The ability to customize a response message once a document is received. For example, someone accesses a form link and completes the document

    Rylee May supported this idea  · 

  11. Alerts to Sender when Document is not Viewed/Signed

    30 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea. 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!

    Rylee May supported this idea  · 

  12. change expiration on form template

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Rylee May supported this idea  · 

  13. Integration with screen readers (Jaws - a screen reading app)

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Rylee May supported this idea  · 

  14. Pricing Table calculations: Excel Formulas.

    663 votes

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    67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Rylee May supported this idea  · 

  15. Shrink the height of fields (text fields)

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Rylee May supported this idea  · 

  16. Recipient Groups in Forms

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Rylee May supported this idea  · 

  17. notifications when emails are bounced/not delivered

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Rylee May supported this idea  · 

  18. Ability to set a required number of characters for fields.

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Rylee May supported this idea  · 

  19. Conditional signers based on document value (i.e. if doc value is over $5k, Recipient B is signer instead of Recipient A)

    24 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Rylee May supported this idea  · 

  20. Send notification to recipient for declined document

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Rylee May supported this idea  · 
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