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119 results found

  1. Set client's default email subject (automatic subject)

    99 votes
    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    How important is this to you?
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  2. Make a copy of the whole folder when sharing folder with workspace

    4 votes
    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    How important is this to you?
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  3. Bundling on Mobile App

    12 votes
    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminValeryia Baranava (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  · 

  4. Preview document before sending

    43 votes
    11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    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  · 

  5. send different email messages to the recipients who are signing the same document

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

  6. Option on Mobile App to add Blocks

    7 votes
    1 comment  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
    How important is this to you?
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  7. Filter API logs by custom date

    4 votes
    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    How important is this to you?
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  8. Automatic calculations in fields

    174 votes
    30 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

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

  9. Accept Variables with Blank Value in Smart Content

    5 votes
    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  10. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDo

    11 votes
    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    How important is this to you?
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  11. Calculate tax by location

    15 votes
    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  12. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    66 votes
    16 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  13. Hubspot - set document value

    9 votes
    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  14. Ability to Edit During the Document Approval Workflow Process

    73 votes
    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    How important is this to you?
    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  · 

  15. Place a page break block inside a table of contents (TOC): split into pages

    19 votes
    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  16. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

    134 votes
    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 

  17. contract negotiation - "request review" button on the sender side.

    1 vote
    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    How important is this to you?
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) shared this idea  · 

  18. reassign fields after a document is sent

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

  19. Mass Update Fields - Required/Optional and Font Size

    27 votes
    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) shared this idea  · 

  20. Approval Workflow for non-pricing conditions

    8 votes
    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    How important is this to you?
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  · 
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