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17 results found

  1. Schedule Sending documents

    275 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the 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.

  2. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    281 votes

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    50 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the 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.

  3. Reminder customization: Customize the text in reminder message

    367 votes

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    36 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  4. Hibob HR Software

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  5. Enhanced 2-Way Product Sync between Salesforce and PandaDoc

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  6. Copy templates to a the new workspace

    19 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  7. Update Salesforce fields with PandaDoc variable value for selected templates

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  8. Arabic / Hebrew localization: right-to-left writing

    117 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    An error occurred while saving the comment
    Sagi Welzman commented  · 

    Right-to-left writing capability in the editor.

  9. Conditional Fields: Smart Formatting

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  10. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    182 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being Evaluated  ·  AdminYurii Losinets (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

  11. The ability to center / align all information in the pricing table (QTY, Price, etc).

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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  12. hide the discount column automatically if the discount is 0%

    26 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Sagi Welzman supported this idea  · 

  13. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    147 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  14. Global search

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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  15. The ability to enable both Sandbox and Production SF within one workspace

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  16. Calculated Variables in Pricing tables

    86 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  17. The ability to archive templates in the workspace

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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