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  1. 12 votes

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    courtney miyamoto supported this idea  · 
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    courtney miyamoto commented  · 

    we have a serious need for this. we often have 30-40 docs that are added to any email and users cannot be responsible for flattening that many docs using a 3rd party tool prior to importing to PandaDoc. we are dealing with insurance quotes/applications and we cannot bind these policies when information is shifting on docs. thank you!

  2. 83 votes

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    Hi there! Thank you for submitting your idea. Unfortunately, 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!

    courtney miyamoto supported this idea  · 
  3. 5 votes

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    courtney miyamoto commented  · 

    we've received pushback from some of the insurance carriers we get quotes from that they will not accept a checkmark, and need the fields to be marked with X's instead. this means we'll have to process this specific carrier's quotes through docusign so we don't receive pushback and have to re-do elsewhere.

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  4. 1 vote

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    courtney miyamoto shared this idea  · 
  5. 6 votes

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    courtney miyamoto supported this idea  · 
  6. 18 votes

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    courtney miyamoto commented  · 

    Please add Title to the list of fillable fields we'd like supported. These could be toggled on and off in the workspace settings, so only applicable fillable fields would populate in the Fillable Fields section per doc. We wouldn't necessarily need all those listed in the original post, but we really need the ability to set Placeholder text since we commonly use Full Name and Title.

    Some pushback we've received from our users is that the default 'Value' placeholder is confusing our clients, and they will enter the value of the proposal and not read what the field is meant for. This is causing too much back-and-forth with the client and preventing closing deals because of it.

    courtney miyamoto supported this idea  · 
  7. 12 votes

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    courtney miyamoto supported this idea  · 
  8. 10 votes

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  9. 5 votes

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  10. 4 votes

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    courtney miyamoto shared this idea  · 
  11. 63 votes

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    Hi,
    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

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    courtney miyamoto commented  · 

    we can currently zoom in from our PC controls, but then you can't see the call to action bar. i'm surprised this doesn't exist already within pandadoc

    courtney miyamoto supported this idea  · 
  12. 14 votes

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    courtney miyamoto commented  · 

    agreed. we need this feature plz

    courtney miyamoto supported this idea  · 
  13. 37 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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    courtney miyamoto commented  · 

    we also need this feature. sometimes our users need to add A LOT of separate files (sometimes 40 docs, rarely around 80 docs but it happens). is this due to a mb limitation?

    courtney miyamoto supported this idea  · 
  14. 42 votes

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    courtney miyamoto supported this idea  · 
  15. 11 votes

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    courtney miyamoto shared this idea  · 
  16. 1 vote

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  17. 4 votes

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    courtney miyamoto commented  · 

    PLEASE. This is very cumbersome as a process that is very simple in one of your competitors. We need this support or our users will be very annoyed.

    courtney miyamoto supported this idea  · 
  18. 6 votes

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    courtney miyamoto commented  · 

    Please add support for a full name variable. It's quite cumbersome to add a text block, add first name variable, then add last name variable.

    courtney miyamoto supported this idea  ·