Settings and activity

154 results found

1. Ability to add text blocks to any place on the "content" type page

   8 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Jonathan Monje supported this idea  ·  Mar 1, 2024

2. Variable questionnaire

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Early Access  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support team via your PandaDoc account. For more information, please click the link below!

   Smart Forms

   Jonathan Monje shared this idea  ·  Feb 22, 2024

3. Create custom fillable fields

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Jonathan Monje shared this idea  ·  Feb 22, 2024

4. Reporting with all document links

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Reporting

   Jonathan Monje shared this idea  ·  Feb 22, 2024

5. Option to setup default sequence to all documents

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Jonathan Monje shared this idea  ·  Feb 21, 2024

6. Bundle completed documents

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Jonathan Monje supported this idea  ·  Feb 21, 2024

7. ability (button) to download a PDF of a Form

   36 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  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!

   Jonathan Monje supported this idea  ·  Feb 13, 2024

8. Ability to reorder document and template folders

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   4 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Jonathan Monje commented  ·  Feb 13, 2024  ·  Edit…  ·  Delete…

   The ability to move/arrange the folder placement within PandaDoc.

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   Jonathan Monje supported this idea  ·  Feb 13, 2024

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

   49 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Jonathan Monje supported this idea  ·  Feb 2, 2024

10. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    159 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

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    Jonathan Monje commented  ·  Feb 1, 2024  ·  Edit…  ·  Delete…

    The ability to not have to edit documents with page break altering the content if passed the line. Overall, having a less restrictive editor and format so that documents do not break if page break line is crossed.

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    Jonathan Monje supported this idea  ·  Feb 1, 2024

11. Pull report showing unused templates data

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Jonathan Monje shared this idea  ·  Jan 29, 2024

12. Split documents to save in different folders

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Jonathan Monje shared this idea  ·  Jan 26, 2024

13. Bulk update user emails

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Jonathan Monje shared this idea  ·  Jan 25, 2024

14. Option for Email Aliases

    14 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Jonathan Monje commented  ·  Jan 23, 2024  ·  Edit…  ·  Delete…

    Ability to send documents from different emails on one account

    i.e:

    document 1 will send by email 1, and document 2 will send by email 2

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    Jonathan Monje supported this idea  ·  Jan 23, 2024

15. Option for column totals in the pricing table

    18 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

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    Jonathan Monje commented  ·  Jan 22, 2024  ·  Edit…  ·  Delete…

    the option to add a column that only shows the COGS within the pricing table.

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    Jonathan Monje supported this idea  ·  Jan 22, 2024

16. Ability to choose where to place signature certificate on a printed document

    9 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Jonathan Monje supported this idea  ·  Jan 18, 2024

17. Enable and manage approval workflow on the document level

    12 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Jonathan Monje shared this idea  ·  Jan 17, 2024

18. Fillable field response notification

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Jonathan Monje shared this idea  ·  Jan 16, 2024

19. Ability to change default title for documents created via HubSpot

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Jonathan Monje supported this idea  ·  Jan 16, 2024

20. Lock fields position on a template/document

    53 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

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    Jonathan Monje commented  ·  Jan 2, 2024  ·  Edit…  ·  Delete…

    The ability to lock fillable fields into place, i.e checkboxes

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    Jonathan Monje supported this idea  ·  Jan 2, 2024