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39 results found

  1. Smart Content via Bulk Send

    6 votes

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

  2. Auto delegate Signatures & Approvals

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  3. Inline comments in templates

    21 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  4. UK English language interface

    23 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  5. Localization: Set Signature Certificate language (German, Spanish, Dutch, Portuguese, etc.)

    26 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  6. Transfer Data - pass Fields values to a new document

    5 votes

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

  7. Reporting feature: Content Library Export Report (with an ability to see what content library items are not being used)

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  8. Invite or create users via API

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  9. Fonts for signatures - Set Default font option or Add Font for Signature Field

    34 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  10. Save and Doesn't save buttons for templates and documents

    23 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  11. Mass Update Catalog Pricing by Percentage

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  12. Auto-update pricing tables and quotes in templates if product catalog is updated manually

    33 votes

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    3 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) commented  · 

    Sync catalog items within all pricing tables and quotes that contain them whenever they are updated. Using a .CSV does this already, but you can't add images into a .CSV (as far as I'm aware) so it won't work for every change.

    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  13. Change the default reply-to email address

    22 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  14. Increase branding logo resolution on automated emails from PandaDoc

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  15. Approval workflow in forms

    30 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  16. Tokens/Variables in saved messages / email body or subject

    174 votes

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

    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.

    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  17. Ability to Zoom-in and Zoom-out on document with the help of built-in feature

    65 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, 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

    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  18. Make variables required (forbid sending the document if "required" variables are not filled in

    13 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  19. choose specific time of day for document expiration

    101 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 

  20. Move documents across workspaces and keep the statuses

    186 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminAustin Craig (CSA, PandaDoc) supported this idea  · 
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