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20 results found

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

    106 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Brian Greenfader supported this idea  · 

  2. Disable chat option

    57 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    Hi there. 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!

    Brian Greenfader supported this idea  · 

  3. Change account timezone within the system

    93 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Brian Greenfader supported this idea  · 

  4. Edit / customize text in all email notifications including Completion or Signed Email Message

    255 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Brian Greenfader supported this idea  · 

  5. Conditional Logic set up in Pricing tables

    227 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Brian Greenfader supported this idea  · 

  6. Spellchecker: Spell Check in App like Grammarly

    340 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Brian Greenfader supported this idea  · 

  7. Auto-reminders: customize the text in reminder message

    338 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Brian Greenfader supported this idea  · 

  8. CPQ calculations: Excel Formulas.

    677 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Brian Greenfader supported this idea  · 

  9. [Word Import] Headers and footers are consistently retained without alteration when importing documents from MS Word to PandaDoc.

    198 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!

  10. Automated tools within PandaDoc that eliminate text copying to Notepad for fixing common formatting issues.

    197 votes

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    17 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!

  11. [Word Import] Correct issues with the improper paragraph after MS Word documents have been imported into PandaDoc.

    197 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  12. [Word Import]: When MS Word documents are uploaded to PandaDoc, the page size mirrors the original document settings.

    241 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  13. [Word Import] Import complex MS Word features such as SmartArt to maintain the integrity of the original documents.

    195 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  14. Move "Create Document" button in Hubspot Above the document list.

    20 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Brian Greenfader supported this idea  · 

  15. Acumatica

    22 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Brian Greenfader commented  · 

    Where are we with this?

    Brian Greenfader supported this idea  · 

  16. choose specific time of day for document expiration

    127 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

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    Brian Greenfader commented  · 

    PLEASE DO THIS!!!!!!!!!!!!!!!!!!!!!!!

    Brian Greenfader supported this idea  · 

  17. Edit notification message on PDF attachment

    17 votes

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

  18. CRM Product fields are passed over tokens/variables

    23 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Brian Greenfader supported this idea  · 

  19. Preview bulk send before sending

    43 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, 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!

    Brian Greenfader supported this idea  · 

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

    223 votes

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    40 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.

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    Brian Greenfader commented  · 

    Please do this. This will help out a lot. I have clients asking why we don't do this.

    Brian Greenfader supported this idea  ·