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  1. 3 votes

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  2. 10 votes

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    David Finkelstein commented  · 

    This is really a critical component for anyone that is trying to use PandaDoc for securitizing documents. Without it custody transfer cannot be easily documented.

  3. 2 votes

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  4. 67 votes

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    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!

  5. 5 votes

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  6. 28 votes

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    David Finkelstein commented  · 

    This is such a terrible customer experience.

    It cannot be hard to fix this.

    "When sending the completion email, if PDF flag is set include PDF otherwise just send completion email"

    David Finkelstein supported this idea  · 
  7. 23 votes

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    David Finkelstein commented  · 

    Being able to easily change the owner of a template is a significant oversight when you are trying to use APIs and share templates. Duplicating them is not really an answer because that creates tech debt that needs to be resolved.

    David Finkelstein supported this idea  · 
  8. 7 votes

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    David Finkelstein supported this idea  · 
  9. 16 votes

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    David Finkelstein supported this idea  · 
  10. 2 votes

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    David Finkelstein supported this idea  · 
  11. 3 votes

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  12. 5 votes

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    David Finkelstein supported this idea  · 
  13. 2 votes

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  14. 194 votes

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    We wanted to share an update regarding tokens/variables in saved messages and email. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    David Finkelstein supported this idea  · 
  15. 245 votes

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    David Finkelstein supported this idea  · 
  16. 321 votes

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    David Finkelstein supported this idea  · 
  17. 297 votes

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    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

    David Finkelstein supported this idea  · 
  18. 135 votes

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    David Finkelstein supported this idea  · 
  19. 27 votes

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    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!