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57 results found

  1. [Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato

    27 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  2. Two separate roles with one signer

    5 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  3. Make.com

    11 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  4. Ability to use Tax with Zoho Deals

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  5. Reminder customization: Customize the text in reminder message

    368 votes

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    36 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  6. EU Server integration with Zapier

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  7. Data Merge Pricing Table: Change the date format

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  8. Request for Consistent Formatting of Word Docx and Google Docx Uploads

    18 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  9. Copy templates to a the new workspace

    19 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  10. There should be an option online to change the subscription plan to Free eSign plan.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  11. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    72 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  12. Option to generate one document link for all recipients

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  13. Schedule Sending documents

    276 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Roxanne Presquito supported this idea  · 

  14. Document Responsiveness on Mobile

    23 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  15. Identity verification before notary session

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  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!

    Roxanne Presquito supported this idea  · 

  16. Allow collaborator's to add/create documents to a "shared with me" folder

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  17. Adjust content size added from Canva

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Roxanne Presquito shared this idea  · 

  18. Edit template via mobile

    12 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  19. Option to define the template which document was created from

    60 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Roxanne Presquito supported this idea  · 

  20. ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Roxanne Presquito supported this idea  · 
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