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88 results found

  1. Conditional logic for Qoute Builder

    16 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Grace Ann Bacolod supported this idea  · 

  2. 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.

    Grace Ann Bacolod supported this idea  · 

  3. Conditional fields - automatically fill out the value of another field

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Grace Ann Bacolod supported this idea  · 

  4. 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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    Grace Ann Bacolod supported this idea  · 

  5. Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients

    11 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Grace Ann Bacolod supported this idea  · 

  6. Option to generate one document link for all recipients

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Grace Ann Bacolod supported this idea  · 

  7. Group content blocks

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Grace Ann Bacolod supported this idea  · 

  8. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    78 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Grace Ann Bacolod supported this idea  · 

  9. Option to switch off "User joined workspace" notification for Admin users

    12 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Grace Ann Bacolod supported this idea  · 

  10. Smart content: ability to add into the footer

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Grace Ann Bacolod supported this idea  · 

  11. Signature Pad Compatibility

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Grace Ann Bacolod supported this idea  · 

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

    132 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Grace Ann Bacolod supported this idea  · 

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

    121 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.

    Grace Ann Bacolod supported this idea  · 

  14. Ability to duplicate multiple fields at once

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Grace Ann Bacolod supported this idea  · 

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

    253 votes

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    29 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Grace Ann Bacolod supported this idea  · 

  16. Auto fill repeating fields - signature and initials fields

    19 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Grace Ann Bacolod supported this idea  · 

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

    97 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

    Grace Ann Bacolod supported this idea  · 

  18. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    131 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Grace Ann Bacolod supported this idea  · 

  19. Thumbnail/preview on recipient analytics on mobile app

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Grace Ann Bacolod shared this idea  · 

  20. Option to make the fields require when uploading a document with form fields

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Grace Ann Bacolod supported this idea  · 
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