Settings and activity

566 results found

1. Collect Files Field Sync with Google Drive

   8 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Mar 24, 2023

2. Customize signature certificate design

   53 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Savannah Faulkner supported this idea  ·  Mar 20, 2023

3. Option to add multiple signature fields assigned to the list of recipients at once

   17 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Mar 16, 2023

4. Convert a form to a template

   121 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) 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.

   Savannah Faulkner supported this idea  ·  Mar 16, 2023

5. Ability to have multiple optional initial fields (conditional)

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Savannah Faulkner shared this idea  ·  Mar 15, 2023

6. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

   156 votes

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   12 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Savannah Faulkner supported this idea  ·  Mar 13, 2023

7. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

   137 votes

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   18 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   Savannah Faulkner supported this idea  ·  Mar 9, 2023

8. Ability to resize video content blocks

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Savannah Faulkner shared this idea  ·  Mar 9, 2023

9. Option to rotate pages of a document

   95 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Savannah Faulkner supported this idea  ·  Mar 9, 2023

10. Pricing Table (Quote Builder): Input negative quantity / value.

    45 votes

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    10 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Early Access  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, just reply to this email.

    An error occurred while saving the comment
    Savannah Faulkner commented  ·  Mar 6, 2023  ·  Edit…  ·  Delete…

    Ability to add negative quantity/ values/ price to items in Quote Builder

    Save Submitting...
    Savannah Faulkner supported this idea  ·  Mar 6, 2023

11. Approval Workflow by Manager after the recipient sign the contract

    29 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Savannah Faulkner commented  ·  Mar 6, 2023  ·  Edit…  ·  Delete…

    The document would go to a signer, then to a non-signer (approver), then to a final signer (if needed).

    Save Submitting...
    Savannah Faulkner supported this idea  ·  Mar 6, 2023
    An error occurred while saving the comment
    Savannah Faulkner commented  ·  Mar 6, 2023  ·  Edit…  ·  Delete…

    Clients would be able to have a document approved after it was signed by a recipient.

    Save Submitting...

12. Multi-stage Approval Workflow for Approver Group

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Savannah Faulkner supported this idea  ·  Mar 6, 2023

13. Edit the Completed document with saving the signature

    204 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

    Savannah Faulkner supported this idea  ·  Mar 6, 2023

14. Export recipients' data of the docs in a specific status

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 3, 2023

15. Export Field Data into CSV or Excel file

    133 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  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!

    Savannah Faulkner supported this idea  ·  Mar 3, 2023

16. Export specific data from Reporting, based on filters

    14 votes

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

    
    

    Savannah Faulkner supported this idea  ·  Mar 3, 2023

17. export document data

    11 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Savannah Faulkner supported this idea  ·  Mar 3, 2023

18. Set client's default email subject (automatic subject)

    98 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Savannah Faulkner supported this idea  ·  Mar 2, 2023

19. Upload CSV/Excel/XLSX as editable content in PandaDoc

    72 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Savannah Faulkner supported this idea  ·  Mar 1, 2023

20. Customize message in the Send Document box.

    13 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 1, 2023