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130 results found

  1. [Bulk Action] Upload Multiple Images into Document or Template

    15 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  2. Reminder customization: Customize the text in reminder message

    375 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  3. Custom page sizes

    96 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  4. Transfer / swap user licenses from one user to another

    34 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  5. Remove logo from branding entirely within a workspace

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  6. Ability to delete logo

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  7. Automatic document forwarding to another PandaDoc user when initial user is on vacation

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  8. Switch Workspaces in Salesforce

    37 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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!

    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  9. Add Graphs/Charts functionality

    36 votes

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    5 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!

    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  10. Change Paper Size for A4 to Default in Main Settings / Theme Settings

    12 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  11. Preview bulk send before sending

    41 votes

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

    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  12. Move documents across workspaces and keep the statuses

    252 votes

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    36 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  13. Protect Confidential Documents / Move Documents to New Workspace

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  14. transfer ownership of multiple documents/folder

    45 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!

    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  15. Report showing failed documents by workspace and user

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  16. Do not automatically add the recipients in contacts

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  17. Default drop down lists for states

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  18. [Word Import] Import complex MS Word features such as SmartArt to maintain the integrity of the original documents.

    195 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  19. [Word Import] Correct issues with the improper paragraph after MS Word documents have been imported into PandaDoc.

    197 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  20. [Word Import] Headers and footers are consistently retained without alteration when importing documents from MS Word to PandaDoc.

    198 votes

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    2 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!

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