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53 results found

  1. Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Jessica Hollingsworth supported this idea  · 

  2. Full timestamp in document on date field

    16 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jessica Hollingsworth commented  · 

    We are having customers in michigan say their documents will not be acceptable to the state if they don't have the date and time stamp next to the signatures. We have the date now, but need the time as well

    Jessica Hollingsworth supported this idea  · 

  3. Ability to use "consists" or "startswith" in smart content .

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jessica Hollingsworth supported this idea  · 

  4. Smart content to work with attachments

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jessica Hollingsworth supported this idea  · 

  5. Enable Smart Content from Fields as well as Variables

    105 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

    Jessica Hollingsworth supported this idea  · 

  6. Conditional Content Based on Pages

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jessica Hollingsworth supported this idea  · 

  7. Smart content (conditional logic) - quicker response time

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Jessica Hollingsworth supported this idea  · 

  8. Warning that text will be cut off in PDF

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Jessica Hollingsworth supported this idea  · 

  9. Greater or Less than logic in smart content

    26 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Jessica Hollingsworth supported this idea  · 

  10. Smart Content with "OR" conditional rule, when using variables

    37 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Jessica Hollingsworth supported this idea  · 

  11. street address validation

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Jessica Hollingsworth supported this idea  · 

  12. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

    139 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jessica Hollingsworth supported this idea  · 

  13. add tags to multiple documents

    20 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jessica Hollingsworth supported this idea  · 

  14. Ability to set different fonts and sizes for the linked fields

    18 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jessica Hollingsworth shared this idea  · 

  15. Have the conditional fields logic stay with a shared template from another workspace.

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Jessica Hollingsworth commented  · 

    Also need the conditional fields to be maintained in the content library. This is going to leave a lot of room for errors if we use a shared template and don't realize the conditional fields aren't there!

    Jessica Hollingsworth supported this idea  · 

  16. Add configurable rules for variable names within a Template

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jessica Hollingsworth supported this idea  · 

  17. Have a user type that can see all workspaces automatically

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jessica Hollingsworth shared this idea  · 

  18. Option to view all workspaces from the dashboard

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Jessica Hollingsworth supported this idea  · 

  19. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    22 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jessica Hollingsworth supported this idea  · 
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    Jessica Hollingsworth commented  · 

    We add a lot of workspaces and it's hard to only have 1-2 people who can add the workspaces, we need the option to allow any user we want to create a workspace.

  20. Ability to invite users into multiple workspaces at once.

    25 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jessica Hollingsworth supported this idea  · 
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