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

    174 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding tokens/variables in saved messages and email. 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.

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    AdminMike Turke (Admin, PandaDoc) commented  · 

    use variables in saved messages

  2. Company Stamp Function

    26 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  · 

    stamp tool for documents in ev2

  3. Signer can re-assign some fields to other people

    27 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  · 

    allow signature forwarding to work with some fields and not all

  4. [Comments] Ability for recipients to send private comments

    2 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  · 

    send private messages to specific recipients

  5. Spellchecker: Spell Check in App like Grammarly

    259 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  · 

    use of Grammarly in the editor

  6. Set optional items as required in pricing table (Assign a pricing table to recipient)

    62 votes

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    9 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.

           - Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
           *Important: Make sure at least one field is assigned to the recipient to interact with the quote.
           - Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
           Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'

    More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

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    AdminMike Turke (Admin, PandaDoc) commented  · 

    to give recipients option to select pricing table option but one must be picked

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