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24 results found

  1. Move documents across workspaces and keep the statuses

    261 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    Ryley Stout supported this idea  · 

  2. Option to define the template which document was created from

    68 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Ryley Stout supported this idea  · 
    An error occurred while saving the comment
    Ryley Stout commented  · 

    It would be great to be able to find all documents that have been created from a particular template, particularly for auditing purposes.

  3. change custom variable format

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    An error occurred while saving the comment
    Ryley Stout commented  · 

    I'd like to be able to have formatting options available for custom variables so that when sending a template, a variable is required prior to sending, but it can mandate what type of data is entered. For example, I'd like to have a custom variable that requires a date picker to ensure format consistency.

    Ryley Stout supported this idea  · 

  4. Customers / recipients can edit variables

    45 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Ryley Stout supported this idea  · 

  5. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    227 votes

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    34 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
    Ryley Stout supported this idea  · 

  6. Page number visible in web version

    262 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Ryley Stout supported this idea  · 

  7. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    355 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Ryley Stout supported this idea  · 

  8. Redirect recipient to a custom URL upon completion

    444 votes

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    75 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Great news – redirect after completion is now available for all business and enterprise customers 🎉

    With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.

    We'd love your feedback!

    Igor, Product Team

    Ryley Stout supported this idea  · 

  9. Allow other people besides The document owner to receive renewal notification emails

    21 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    Ryley Stout supported this idea  · 

  10. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    41 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Ryley Stout supported this idea  · 

  11. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    357 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Ryley Stout supported this idea  · 

  12. Auto name Documents with tokens / Use variables in Document and Forms titles

    311 votes

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    53 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Ryley Stout supported this idea  · 

  13. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

    298 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! Multi-selecting fields to copy and paste or duplicate them is also now available. This means that your most requested usability enhancements for fields, including multi-select to move, assign or delete them are now all available.

    Simply press Command (on Mac) or Shift (on Windows) on your keyboard while clicking on multiple fields to select them (Once you do, they'll become framed in blue). Then, you may move, copy-paste, assign or delete all selected fields in one go. For moving multiple fields, simply hold down Option (on Mac) or Ctrl (on Windows) to drag all selected fields together.

    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

    Ryley Stout supported this idea  · 

  14. Auto-reminders: customize the text in reminder message

    344 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    Ryley Stout supported this idea  · 

  15. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    379 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.

    Here's how it works:

    1. Open a sent document.

    2. Navigate to the settings of a recipient who hasn’t signed the document yet.

    3. Click the action button:

    – "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).

    – "Change signer" to reassign fields to another signer.

    – "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.

    For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.

    Thank you,

    Igor Stefaniuk | Principal Product Manager

    Ryley Stout supported this idea  · 

  16. Ability to change the date format for variables

    416 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Maria Fomenko responded

    I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!  

    Ryley Stout supported this idea  · 

  17. CPQ calculations: Excel Formulas.

    677 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    Ryley Stout supported this idea  · 

  18. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    559 votes

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    62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.

    Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.

    To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.

    For more information, please visit our Help Center.

    If you have any feedback or suggestions…

    Ryley Stout supported this idea  · 

  19. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    666 votes

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    72 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!

    Signature timestamp.

    Ryley Stout supported this idea  · 

  20. End users can not re-start a form if there’s an existing open document for that form.

    49 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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!

    Ryley Stout supported this idea  · 
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