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  1. 2 votes

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    AdminElly San Juan (Admin, PandaDoc) shared this idea  · 
  2. 5 votes

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    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 
  3. 9 votes

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  4. 21 votes

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  5. 22 votes

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    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 
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    AdminElly San Juan (Admin, PandaDoc) commented  · 

    quote builder to be available in Zapier

  6. 36 votes

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    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 
  7. 12 votes

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  8. 179 votes

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  9. 303 votes

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  10. 58 votes

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    Hi,
    This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but 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!

    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 
  11. 116 votes

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    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 
  12. 159 votes

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    Not planned  ·  Molly Abrams 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!

    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 
  13. 181 votes

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    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.

    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 
  14. 294 votes

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    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 
  15. 4 votes

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  16. 7 votes

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    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 
    AdminElly San Juan (Admin, PandaDoc) shared this idea  · 
  17. 9 votes

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  18. 5 votes

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  19. 39 votes

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    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!

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    AdminElly San Juan (Admin, PandaDoc) commented  · 

    I have created a bunch of variables to help track what a customer wants from us. Is there any way to allow a customer to update these variables, with the quantity of devices that they actually have?

  20. 197 votes

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