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167 results found

  1. [Integration]: Go High Level CRM

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  2. Convert documents to new editor without changing status

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  3. Fast Options for content boxes

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  4. Remove Document Value to recipient

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  5. Save changes manually

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  6. Automatically place signature/initial or any field on every page by dropping it once

    38 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  7. notify the first signer that the counter-signed one is ready for them to download

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  8. Improve Product Catalog

    15 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    To be able to filter/sort by SKU

  9. Allow e-mail address with a space at the beginning or end in a required field

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  10. Encryption Manual

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  11. Enable suggestions by default

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  12. Automatic email response with next steps after recipient has signed and or paid

    11 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Have notification of when a payment is made

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  13. Expiration Date via API

    38 votes

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    3 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Technical Support Associate, 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!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  14. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    65 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (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!

    An error occurred while saving the comment
    AdminAnonymous (Admin, PandaDoc) commented  · 

    Notification to the sender when a document expires. Notification should go to both the sender and recipient.

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Also, ability to notify the Sender as well

  15. Make Payment Optional

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  16. Ability to draw on the document/template

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  17. Once document signed allow owner to automatically CC recipients Certain information

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  18. Edit uploaded PDFs

    241 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  19. option to bulk cc a recipient for all documents

    9 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Bulk remove CC's recipients

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  20. Dashboard Approval

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
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