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68 results found

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

    47 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (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. 

    However, if you need the info regarding which template your document was created from, please feel free to reach out to our Support team!

    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!

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Option to check the template name the document has been created from.

  2. 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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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    The possibility to transfer the fields assignments from one recipient to another.

  3. Recipient: Signature field options

    22 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  4. [Bulk action] Change Status of Multiple Documents at Once

    40 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, you are able to change the status of all documents at once during a bulk upload. You can learn more here. 


    We hope this feature 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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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Bulk Status Change.

  5. Combine/Merge Templates & Documents

    93 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Option to merge templates.

  6. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    333 votes

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    44 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    The option to continue numeration on the next page.

  7. Edit the Completed document with saving the signature

    194 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Possibility to edit fields once the document is sent and finalized from Sender's side.

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    The possibility to resend the document saving the already existing signatures.

    AdminYana Martynenko (Admin, PandaDoc) shared this idea  · 

  8. Make two rows as a header in the table

    15 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Possibility to 1) restrict editing of the name column 2) allow editing and hiding the Price and Quantity columns in pricing table 3) remove pricing table header.

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