Skip to content

Settings and activity

93 results found

  1. 121 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Not Planned  ·  Katie Hudson responded

    Hi there. Thank you for submitting this idea! 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!

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    The option that allow to add a link that redirect the client to another section of the document.

  2. 25 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Integration with BankID
    https://www.bankid.com/en/

  3. 22 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Remove signer from the signing order.

  4. 43 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Date field without a year option (only mm/dd)

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Date format without day: only mm/yy

  5. 68 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    We wanted to share an update regarding this 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.

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Send a document without assigning signature field.

  6. 34 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    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!

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    The option to show all the drop-down menu items in PDF downloaded.

  7. 666 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Released  ·  Valeryia Baranava responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!

    Signature timestamp.

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    System variable of the signed date for the document.

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    The field that automatically sets the date of signing the document from a recipient's side without any option to change it from a recipient's side.

  8. 43 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    The option to create multi layer numbered lists.

  9. 6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Hi,

    Thank you for taking the time to leave your request. The feature you requested is already available.


    Through PandaDoc Automations, you can set up a rule on a specific template so that any document created from it automatically moves to a chosen folder once it's marked Sent or Completed. Once configured, every future document created from that template will inherit the same behavior — no need to set it up more than once.


    For more information, please refer to this article on Automations: https://support.pandadoc.com/en/articles/9714985-automations

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    The option to sort the documents into folders automatically.

    Situation: the client has 5 embedded templates and wants the documents come into different folders depending on the template used.

  10. 24 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Fields modifications:

    1. Set the format for fields ( for example, only numeric);
    2. Set the limits for characters (for example, 9 characters);
    3. Set the connection between fields (so if in fields A the client selects something, field B provides particular options).

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    The option to add validation to TextFields on a Document (i.e. alphanumerics, regex etc).

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Number field that will request the following format: xxx-xxx-xxx.

  11. 58 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    The option to organize shared templates (Shared with me) into the Template folders without making copies (or make the whole folder active with one click).

  12. 101 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Restrict downloading for reciepients.

  13. 16 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Signature forwarding in embedded templates.

  14. 66 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    We wanted to share an update regarding this 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.

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Send a receipt from PandaDoc for the paid document.

  15. 166 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    The option to download audit trail.

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    To include audit trail in the download of the document.

  16. 66 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    More options for EV2 on mobile app.

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    More functionality for mobile app: the options to create clean documents, modify them adding fields or blocks, etc,

  17. 105 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    The option to make the image behind the text block (close to Word).

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Needs to insert image in the text block in Editor 2.0.

  18. 133 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Be able to have a summary pricing grid that will use formulas to pull information from other pricing grids. For example, we use multiple pricing grids and would like to be able to summarize them at the end of the document for a grand total (or multiple grand totals like a total of one-time payments and a total for monthly payments).

  19. 519 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We're glad to let you know that the feature "Conditional fields" has been released. Please see this link for more information: Conditional fields.

    Have a wonderful day!Ā 

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Drop-down fields dependencies. If you choose something in the first drop-down field, the second one shows you only the options that are related to the selected item. F.i. you choose in the first drop-down USA and the second one automatically shows you only states that are in the USA.

  20. 74 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    We wanted to share an update regarding this 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.

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Recurring subscription for PandaDoc.