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24 results found

  1. [Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato

    24 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Josene Balonzo supported this idea  · 

  2. private dashboard of docs that contained financial info

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Josene Balonzo supported this idea  · 

  3. PandaDoc to Bullhorn CRM

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Josene Balonzo shared this idea  · 

  4. transfer ownership of multiple documents/folder

    42 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, 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!

    Josene Balonzo supported this idea  · 

  5. Move documents across workspaces and keep the statuses

    240 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Josene Balonzo supported this idea  · 

  6. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    273 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Josene Balonzo supported this idea  · 

  7. Ability to manually rearrange the order of the content library items used in a specific template smart content block

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Josene Balonzo supported this idea  · 

  8. text to voice features for people with disabilities

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Josene Balonzo shared this idea  · 

  9. ChargeBee

    12 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Josene Balonzo supported this idea  · 

  10. Inline comments in templates

    25 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Josene Balonzo supported this idea  · 

  11. play video in presentation mode after the document is sent

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Josene Balonzo supported this idea  · 

  12. Grand Total for 2 Different Pricing Table

    46 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

    - Quote Builder

    - Quote data fields

    - Quote rules

    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.


    If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.

    Josene Balonzo supported this idea  · 

  13. Delete attached file that was upload via manual status change

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Josene Balonzo shared this idea  · 

  14. Auto-Reminders For Bulk Send

    28 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Josene Balonzo supported this idea  · 

  15. Automatic conversion of Excel file to PDF within PandaDoc

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Josene Balonzo supported this idea  · 

  16. An ability to expand the size of the Date field

    4 votes

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

  17. Auto-fill sender's signature once the document is signed by the client

    47 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  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!

    Josene Balonzo supported this idea  · 

  18. Replace Source file for specific Page

    13 votes

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

  19. Highlight Text on an uploaded document

    8 votes

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

  20. Hide some pages from one of the signers / recipients

    46 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Josene Balonzo supported this idea  · 
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