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20 results found

  1. Move documents across workspaces and keep the statuses

    260 votes

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

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

    67 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Ryley Stout supported this idea  · 
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    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

    8 votes

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

  5. Tab through variables before sending them out to the recipient

    5 votes

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

  6. switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status

    11 votes

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

  7. Use excel to fill variables

    15 votes

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

  8. Page number visible in web version

    258 votes

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

  9. Import / Update contacts in PandaDoc using Zapier (across all workspaces)

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  10. Notifications about all document changes and updates for all recipients

    21 votes

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

  11. 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 →
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    Ryley Stout supported this idea  · 

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

    353 votes

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

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

    339 votes

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

  14. CPQ calculations: Excel Formulas.

    677 votes

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

  15. 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 →
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    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  · 

  16. Import Contacts using CSV file directly to Pandadoc

    17 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Ryley Stout supported this idea  · 

  17. Chat Notification: email notifications for chat messages

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Ryley Stout supported this idea  · 

  18. Conditional logic for fields that will allow text blocks to appear when condition is met

    41 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

    Ryley Stout supported this idea  · 

  19. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    106 votes

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

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

    80 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding zooming in or out of the document. 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.