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240 results found

  1. Stripe: send invoice after payment was made

    19 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  · 

  2. Created by in salesforce should be the document creator

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

  3. Option for actual signature with transparent background

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

  4. Set multiline text settings for fields in bulk

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jaynna Ellis Dela Llana commented  · 

    Ability to set multiline text in dropdown field.

    Jaynna Ellis Dela Llana supported this idea  · 

  5. General sharing link for a proposal

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 
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    Jaynna Ellis Dela Llana commented  · 

    Please add automation or anything to allow the link to the PandaDoc proposal to be shared

  6. Payment Gateway Automation

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  · 

  7. Notary Interface: Invitations/ Screen View/ Workflows

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    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!

    Jaynna Ellis Dela Llana shared this idea  · 

  8. Pricing Table calculations: Excel Formulas.

    663 votes

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    67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

  9. Signer can re-assign some fields to other people

    27 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

  10. Ability to adjust PandaDoc Notary notification settings

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    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!

    Jaynna Ellis Dela Llana shared this idea  · 

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

    323 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jaynna Ellis Dela Llana commented  · 

    Ability to renew an expired document.

    Jaynna Ellis Dela Llana supported this idea  · 

  12. Specific Characters in Form (Script)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  · 

  13. Complete Document Status (automatically) Without Sending the Document

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  · 

  14. Save signature created in PD as PNG

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

  15. 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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    Jaynna Ellis Dela Llana shared this idea  · 

  16. Signature setting per user

    22 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Jaynna Ellis Dela Llana commented  · 

    The signature fields should not capture email addresses just because there's no first name and last name of the recipients

    Jaynna Ellis Dela Llana supported this idea  · 

  17. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

  18. Allow to use templates from different workspace in HubSpot without switching workspaces

    16 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 
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    Jaynna Ellis Dela Llana commented  · 

    Allow Hubspot Automation works in Multiple Workspace.

  19. Ability to embed fields in the downloaded PDF

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  · 

  20. Automatic calculations in fields

    168 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    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.

    Jaynna Ellis Dela Llana supported this idea  · 
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