Settings and activity

32 results found

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

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Edit…  ·  Delete…  ·  Admin →
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   Rylee May shared this idea  ·  Sep 13, 2024

2. 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

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   7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Rylee May supported this idea  ·  Jul 11, 2024

3. Smart Forms Send via text (SMS)

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   1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Rylee May commented  ·  May 30, 2024  ·  Edit…  ·  Delete…

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

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   Rylee May supported this idea  ·  May 30, 2024

4. Spellchecker: Spell Check in App like Grammarly

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

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

   Rylee May supported this idea  ·  May 30, 2024

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

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   20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

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

   Rylee May supported this idea  ·  May 30, 2024

6. Reminder customization: Customize the text in reminder message

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   32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

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

   Rylee May supported this idea  ·  May 30, 2024

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

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Rylee May supported this idea  ·  May 23, 2024

8. Customise the content of sent notifications

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   1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

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   Rylee May commented  ·  May 2, 2024  ·  Edit…  ·  Delete…

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

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   Rylee May supported this idea  ·  May 2, 2024

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

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   10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  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  ·  Apr 12, 2024

10. change expiration on form template

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Rylee May supported this idea  ·  Apr 5, 2024

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

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Rylee May supported this idea  ·  Apr 5, 2024

12. Pricing Table calculations: Excel Formulas.

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    650 votes

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    62 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas

    Rylee May supported this idea  ·  Jan 29, 2024

13. Shrink the height of fields (text fields)

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Rylee May supported this idea  ·  Jan 29, 2024

14. Recipient Groups in Forms

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Rylee May supported this idea  ·  Jan 4, 2024

15. notifications when emails are bounced/not delivered

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Rylee May supported this idea  ·  Nov 17, 2023

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

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Rylee May supported this idea  ·  Nov 17, 2023

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

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Delete…  ·  Admin →
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    Rylee May supported this idea  ·  Nov 8, 2023

18. Send notification to recipient for declined document

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Rylee May supported this idea  ·  Oct 31, 2023

19. inform the form owner that the email was added incorrectly/invalid and the document was not delivered

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Rylee May supported this idea  ·  Aug 31, 2023

20. [Home] Control of the document visability depending on the status

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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