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27 results found

  1. [Automation] recipe' that exports a PDF of a document to Google Drive when the document status is from Seen to Waiting to be paid OR Paid

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Aries Tumbaga supported this idea  · 

  2. Set a limit on form responses

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Aries Tumbaga shared this idea  · 

  3. Ability to fax PandaDoc

    49 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    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!

    Aries Tumbaga supported this idea  · 

  4. 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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    Aries Tumbaga supported this idea  · 

  5. Ability to use/add variables in saved message

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Aries Tumbaga supported this idea  · 

  6. 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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    Aries Tumbaga supported this idea  · 

  7. Ability to send a notification reminder for a invoice document that is created from PandaDoc.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Aries Tumbaga shared this idea  · 

  8. 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!

    Aries Tumbaga supported this idea  · 

  9. Edit template via mobile

    12 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Aries Tumbaga supported this idea  · 

  10. pdf download formatting looks different than in-app

    11 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Aries Tumbaga supported this idea  · 

  11. merge workspaces within one account

    25 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Aries Tumbaga supported this idea  · 

  12. 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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    Aries Tumbaga supported this idea  · 

  13. Export Contacts List

    84 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Aries Tumbaga supported this idea  · 

  14. Merge vertical cells in a table

    52 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    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!

    Aries Tumbaga supported this idea  · 

  15. Collect Files Field Sync with Google Drive

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Aries Tumbaga supported this idea  · 

  16. [Bulk send] Edit documents

    17 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  17. ability to invite collaborators on several documents at once

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Aries Tumbaga supported this idea  · 

  18. Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  19. Text blocks values move along and expands with the Fields value if added. Dynamic fields.

    30 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Aries Tumbaga commented  · 

    Automatic adjust spacing when selecting fillable fields.

    Aries Tumbaga supported this idea  · 

  20. Hubspot workflow

    51 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  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.

    Aries Tumbaga supported this idea  · 
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