Settings and activity

19 results found

1. Bulk Send from Salesforce

   17 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Quincy Berg supported this idea  ·  March 31, 2023

2. Outlook

   11 votes

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   1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Quincy Berg supported this idea  ·  March 17, 2023

3. SMS Notifications: Send link by SMS text built into software

   95 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   In development  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   Hello 👋

   Great news – we're working on SMS delivery now.

   If you're interested in getting a sneak peek at the solution and taking part in our usability testing, kindly let me know.

   Igor | Product Team, PandaDoc

   Quincy Berg supported this idea  ·  March 15, 2023

4. Smart content for forms

   18 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Quincy Berg supported this idea  ·  February 10, 2023

5. Template Matching

   17 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Quincy Berg supported this idea  ·  January 23, 2023

6. Hubspot mobile app

   9 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Quincy Berg supported this idea  ·  December 27, 2022

7. CFR-11

   101 votes

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   12 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  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 are 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!

   Quincy Berg supported this idea  ·  December 09, 2022

8. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

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   36 votes

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   7 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Quincy Berg supported this idea  ·  November 02, 2022

9. Automatic calculations in fields

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   103 votes

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   19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

   Hello, 

   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!

   Quincy Berg supported this idea  ·  October 20, 2022

10. Redirect recipient to a custom URL upon completion

    356 votes

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    46 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    On roadmap  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    
    

    Quincy Berg supported this idea  ·  October 07, 2022

11. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    214 votes

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    In development  ·  32 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    Quincy Berg supported this idea  ·  July 19, 2022

12. Ability to turn off specific notification emails sent to recipients.

    84 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  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. 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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    Quincy Berg commented  ·  April 19, 2022  ·  Edit…  ·  Delete…

    This is crucial for CLM workflows

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13. Accessibility: Make PandaDoc disabled accessible

    23 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Quincy Berg supported this idea  ·  April 08, 2022

14. WCAG 2.0 accessibility compliance

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Quincy Berg supported this idea  ·  April 08, 2022

15. Accessability of PDFs in PandaDoc

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Quincy Berg supported this idea  ·  April 08, 2022

16. Make PD FedRAMP compliant

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Quincy Berg supported this idea  ·  April 08, 2022

17. Approval Workflow auto-reminders

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Quincy Berg shared this idea  ·  March 11, 2022

18. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    36 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    On roadmap  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    
    

    Quincy Berg supported this idea  ·  February 25, 2022
    An error occurred while saving the comment
    Quincy Berg commented  ·  February 25, 2022  ·  Edit…  ·  Delete…

    One person can sign in multiple places in the signing order. Right now PandaDoc doesn't allow you to place one email in multiple signing order positions, the signing order breaks

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    Quincy Berg commented  ·  February 11, 2022  ·  Edit…  ·  Delete…

    if you use the gmail trick where you add +1 to the end of someones email that is an ok workaround but the signature certificate doesn't hold a proper audit trail

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19. Advanced search options/ Search within the Folder

    22 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    An error occurred while saving the comment
    Quincy Berg commented  ·  February 11, 2022  ·  Edit…  ·  Delete…

    helpful for searching for specific phrases in documents as opposed to just one word at a time

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