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43 results found

  1. [SF]Refresh Data (prev. Import from CRM) to work on Quotes object

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) shared this idea  · 

  2. CLI - Ability to upload docx file in Editable type

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) shared this idea  · 

  3. Quality of the uploaded PDF

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 

  4. Ability to rename a Sent document when on viewing mode (opened document)

    9 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 

  5. Save fields values' when a document is downloaded as docx(word)

    27 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

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

  6. [Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato

    22 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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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

  7. Option to have a recipient to sign the document and forward it to another signer with saved field values

    41 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 

  8. [Hubspot] turn off the auto-CC of a recipient for documents created in Hubspot

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 

  9. Find and Replace All feature within a document / template

    192 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 

  10. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    323 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 

  11. Payment Receipt from PandaDoc

    62 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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  · 

  12. Set Variable formatting passed from CRM (commas in variables)

    123 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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  · 

  13. Variables contain formulas: Excel formulas

    85 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 

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

    197 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, 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  · 

  15. Smart content - automatically remove blank page when smart content is not triggered and inserted

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) shared this idea  · 

  16. Option (button) to delete a role when assigning recipients to roles and creating a document

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 
    AdminElly San Juan (Admin, PandaDoc) shared this idea  · 

  17. Saved messages feature on mobile app

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 

  18. library of already added designs from Canva in PandaDoc

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 

  19. Customers / recipients can edit variables

    40 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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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. Edit the Completed document with saving the signature

    203 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  · 
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