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8 results found

  1. Built-in Document Translator: Option to convert the document content to another language

    61 votes
    5 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
    How important is this to you?
    Daniel Finamore supported this idea  · 

  2. Private Attachements to be sent with Documents.

    1 vote
    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Daniel Finamore commented  · 

    Hi Daria, thanks for your input and we do have Rooms already, however this option is not feasable due to the massive costs our company would accrue to utilize it. In order for us to use Rooms internally, it is my understanding that all of our team members would have to have a Standard Licence. Which would be an approximate 200% increase in our costs with PandaDoc.

    Daniel Finamore shared this idea  · 

  3. Add Margins to Design Template.

    1 vote
    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    Daniel Finamore shared this idea  · 

  4. Conditional attachments

    8 votes
    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    How important is this to you?
    Daniel Finamore supported this idea  · 

  5. Send the document automatically after approval

    82 votes
    10 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    How important is this to you?
    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    An error occurred while saving the comment
    Daniel Finamore commented  · 

    I would love this and would prefer it if was a toggle option per workkspace or per Template.... or both!

    Daniel Finamore supported this idea  · 

  6. Dynamic variables

    14 votes
    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

    An error occurred while saving the comment
    Daniel Finamore commented  · 

    We're looking for Dynamic Variables to be adjusted with the Signatory. So if we utilize Signing Groups we would like the variables such as [Signer.FirstName] etc... to update depending on who in the Group is signing the doucment. Or if the doucment is sent to the incorrect person, and we allow forwarding. It would be great if the dynamic variables updated with the new signer.

    Currently we can't enable "Allow Document Forwarding" and Variables at all. We are forced to use fillable fields, making the team members fill these out 100% for an instance were a signer needs to change 1% of the time.

    Daniel Finamore supported this idea  · 

  7. Fillable fields placed inline with text blocks and tables

    27 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Daniel Finamore supported this idea  · 

  8. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    88 votes
    18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    An error occurred while saving the comment
    Daniel Finamore commented  · 

    I would love to see this option, or to completely lock template editing for some users. We use PandaDoc for all of our legal paperwork, and only Sales Reps issue the documents to Clients. However, only our legal team should be able to update the documents.

    We recently had an issue where someone deleted a template, instead of deleting the document associated with a client by mistake. We had to have support restore our template for us.

    Being unable to restrict access to templates creates an opportunity for human error or a malicious act. It would be great to prevent this.

    Daniel Finamore supported this idea  ·