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279 results found

  1. Pass images from CRMs to documents using tokens/variables

    63 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - You can use Conditional Content to pass images as variables. Please see more here.

    - Passing images is also available via Pricing table or Quote Builder. Check this link for more info.

    If you need help with the set up, please feel free to reach out to our Support team for assistance! 

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

    Anonymous supported this idea  · 

  2. Pricing table: separate design option for total sections (adjust design for totals individually)

    53 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios. Here are the instructions:

    1. Hide the total section and add text block below the pricing table. 
    2. Use Pricing table total variable or any other that you'd need to adjust. 
    3. Change format as needed via Text design. 

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

    Anonymous supported this idea  · 

  3. Export User List in CSV: download users of the PandaDoc account in one file

    36 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    Anonymous supported this idea  · 

  4. Remove account owner from emails about billing/invoices/payments/receipts

    4 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Anonymous supported this idea  · 

  5. Make the Finish button more clear

    43 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Anonymous supported this idea  · 

  6. Use same set of radio buttons across pages

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Anonymous supported this idea  · 

  7. Remove promotional window as a default workspace option

    2 votes

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

  8. Ability to fax PandaDoc

    47 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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!

    Anonymous supported this idea  · 

  9. Option to have a recipient to sign the document and forward it to another signer with saved field values

    41 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Anonymous supported this idea  · 

  10. Borders for one row in a table

    13 votes

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

  11. Don't show signatures to document participants until the signer completes the process by clicking the Finish button

    3 votes

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

  12. Recipient can resize a field

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Anonymous shared this idea  · 

  13. Variable font design

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Anonymous shared this idea  · 

  14. Automatically resize font in variables

    4 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous commented  · 

    Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

  15. To be able to manually change the document status of Approved documents

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Anonymous supported this idea  · 

  16. access emails history sent by pandadoc upon sending documents

    13 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Anonymous supported this idea  · 

  17. CFR-11

    117 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Anonymous supported this idea  · 

  18. Auto fill repeating fields - signature and initials fields

    19 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Anonymous supported this idea  · 

  19. Add hyperlink to the text via API/insert clickable URLs

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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  20. More page layout options

    9 votes

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