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253 results found

  1. [Monday] Recipient mapping

    5 votes

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

  2. Version history for completed documents

    7 votes

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

  3. European notation for numbers

    3 votes

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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  · 

  4. More options for payment gateways

    193 votes

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    Idea  ·  74 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  5. The ability to download a Form as an Excel file

    8 votes

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

  6. Hide variable option upon the document sending

    3 votes

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

  7. PandaDoc in Italian

    22 votes

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

  8. Toggle to add/remove permission to print document before sending through PandaDoc

    5 votes

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

  9. Remove space in between sequence number and sequence name

    3 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  · 

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

    104 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi! Thank you so much for sharing your perspective. While we currently don’t offer this feature, we put forward the following solution, that may help you cover this scenario, namely:

    Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.

    We hope this suggestion can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  11. [Quote Builder]: Insert page breaks in Quote

    10 votes

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

  12. Disable CAPTCHA (verification) for Forms

    45 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.

    At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.

    However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.

    If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  13. Allow for KBA: Knowledge Based Authentication

    43 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    In development  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hey there 👋 Big news – we've started the development of a new verification method: knowledge-based authentication. We're aiming to roll out early access by the end of Q2, so mark your calendars!

    Got any questions or suggestions? Just shoot a message.

    Igor, Product Team

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  14. Ability to use/add variables in saved message

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  15. Partial payments with Stripe: The option to divide a payment amount when collecting payments via Stripe

    8 votes

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

  16. Automatic calculations in fields

    141 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  17. Change the field type via Update document api request

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Change the field type, i.e. changing the signature field to a text field

    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  18. Copy and paste fields

    5 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  · 

  19. update the close date of an opportunity in Salesforce when a contract is signed.

    4 votes

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

  20. Horizontal line / separator (block) similar to MS word

    17 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Adding a vertical line or another figure would be helpful too

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
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