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32 results found

  1. Direct native integration with Airtable

    30 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Polina Ismailova shared this idea  · 

  2. Include recipients roles in webhooks

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Polina Ismailova commented  · 

    roles via API

  3. More formatting options for numbering lists

    53 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Polina Ismailova commented  · 

    More numbering options

  4. Conditional fields

    519 votes

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    45 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    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! 

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    Polina Ismailova commented  · 

    Have a conditional logic behind fillable fields. True/false. If true fill out this part if false proceed to next.

  5. Edit / customize text in all email notifications including Completion or Signed Email Message

    260 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Polina Ismailova commented  · 

    Example: When a job offer goes to an employee, but first needs to be signed by an internal person. At the moment there can only e added one message, so everyone see one message, but it would be nice to send a message to the first signer a different from the other signers.

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    Polina Ismailova commented  · 

    Customize email delivery, apply more settings than just color of the button and footer text

  6. Convert a form to a template

    127 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    Solution Exists  ·  Valeryia Baranava responded

    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

    We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  7. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    451 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    Solution Exists  ·  Valeryia Baranava 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:

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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    Polina Ismailova commented  · 

    Have an option to use coma in pricing tables. Right now it's manual

  8. Using Shared Templates to Create Documents in CRM

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Polina Ismailova commented  · 

    Shared with me folder to be available from HubSpot on EV2

  9. Delete Timeline from Dashboard

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Polina Ismailova commented  · 

    Have an option to disable the timeline

  10. EV2 Pricing table - Discount percentage shown in "%" and not in the actual amount.

    145 votes

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    Released  ·  10 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
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    Polina Ismailova commented  · 

    Have discount in % be shown in %, not in the flat amount

  11. Image library: bulk upload feature for images

    86 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    An error occurred while saving the comment
    Polina Ismailova commented  · 

    upload images to image library in bulk

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    Polina Ismailova commented  · 

    Bulk Select add of images from computer/cloud

  12. [Bulk action] Change Status of Multiple Documents at Once

    45 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Polina Ismailova commented  · 

    Change status manually for bulk documents

  13. Ability to change the date format for variables

    416 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Maria Fomenko responded

    I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!  

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    Polina Ismailova commented  · 

    Date field we included to our documents are just available in English (?) formatting and will always change back to create date whenever I edit again.

  14. Change the default reply-to email address

    30 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Polina Ismailova commented  · 

    Once sending a form, have the answer go to the general email but not to the sender

  15. Salesforce Mobile App Capability

    45 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Polina Ismailova commented  · 

    Integration with Salesforce on the Mobile

  16. Ability to use clickable links as variable values

    33 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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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    Polina Ismailova commented  · 

    Paste hyperlink via API for payment Adyen into a field

  17. View API Logs

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    An error occurred while saving the comment
    Polina Ismailova commented  · 

    API Reporting

  18. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    559 votes

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    62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.

    Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.

    To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.

    For more information, please visit our Help Center.

    If you have any feedback or suggestions…

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    Polina Ismailova commented  · 

    If there are a few identical fields in the document - have an option to populate all same fields once the info is provided once

  19. CRM Product fields are passed over tokens/variables

    23 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Polina Ismailova commented  · 

    Have an option to pull product variables from HubSpot, not just deal/company/contact

  20. Option to use upload fields in Forms

    2 votes

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    Released  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Polina Ismailova commented  · 

    Upload field in eforms

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