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138 results found

  1. Clickable phone number link ☎️

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Marlin Fisher supported this idea  · 

  2. Set Variable formatting passed from CRM (commas in variables)

    128 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    Marlin Fisher supported this idea  · 

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

    134 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Marlin Fisher supported this idea  · 

  4. The option to display the total in the pricing table excluding tax/discounts/fees

    135 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Marlin Fisher supported this idea  · 

  5. Fields move automatically with text blocks: link fields to blocks

    133 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Marlin Fisher supported this idea  · 

  6. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    127 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Marlin Fisher supported this idea  · 

  7. Add up multiple pricing tables to create a summary table

    127 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Marlin Fisher supported this idea  · 

  8. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    141 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Marlin Fisher supported this idea  · 

  9. Automatic calculations in fields

    174 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.

    Marlin Fisher supported this idea  · 

  10. Different Header/Footers for Each Page

    146 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Marlin Fisher supported this idea  · 

  11. Variables contain formulas: Excel formulas

    92 votes

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

  12. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    180 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being Evaluated  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    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

    Marlin Fisher supported this idea  · 

  13. Permissions for specific documents: Private documents (Password protect documents internally)

    190 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Marlin Fisher supported this idea  · 

  14. Downloading attachments along with the document they are attached to

    198 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Marlin Fisher supported this idea  · 

  15. Tokens/Variables in saved messages / email body or subject

    201 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

    Marlin Fisher supported this idea  · 

  16. Having separate repository and folders within Image Library

    194 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not Planned  ·  Molly Abrams 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!

    Marlin Fisher supported this idea  · 

  17. Move documents across workspaces and keep the statuses

    247 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Marlin Fisher supported this idea  · 

  18. Conditional Logic set up in Pricing tables

    226 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Marlin Fisher supported this idea  · 

  19. Edit / customize text in all email notifications including Completion or Signed Email Message

    250 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Marlin Fisher supported this idea  · 

  20. Pre-sign template (or a Form): Fill in signature on template level

    262 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Marlin Fisher supported this idea  · 
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