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68 results found

  1. Ability to add a phone number used for recipient verification to the signature certificate.

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  2. Restrict the ability to invite guest licenses (collaborators) to the admin role only.

    39 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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  · 

  3. report of recipients who haven’t signed and also who have signed documents

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  4. Mass Download "Collect file" field attachments

    55 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Solution Exists  ·  Katie Hudson responded

    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Hope its a possible feature when downloading attachments added by the recipient. When we have a document/ form that has a field where documents need to be attached, we have to download the attachments separately

    by Customer Samantha

  5. Save entire page with header/footer in the content library

    67 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Adding the entire detail of the Page Header and Footer when saving into the Content library, this way when a page is pulled out from the Content Library, the page already contains the Header and Footer Details instead of having to edit the entire Header and Footer

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  6. default option to make items optional or qty editable in the pricing table

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    It would be more beneficial if the QTY portion in the Pricing Table has options such as Year/ Months/ Days/ Hours or just simply have an option to input the type of Quantity as needed

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  7. Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts

    10 votes

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

  8. send emails from the Company name

    21 votes

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

    When requests are coming from Chats to also show the "TO" as coming from the company instead of default

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
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