Settings and activity

623 results found

1. Automatically replace the content of a document with the file attached via manual "Change status" window

   7 votes

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

   
   

   Savannah Faulkner supported this idea  ·  Apr 19, 2023

2. Advanced formatting for the fillable text field: text formatting in fields

   66 votes

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   7 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. Please check back for updates.

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   Savannah Faulkner commented  ·  Apr 18, 2023  ·  Edit…  ·  Delete…

   Would like the option to change the font within a text field.

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   Savannah Faulkner supported this idea  ·  Apr 18, 2023

3. Option to manually notify the sender of document completion

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Savannah Faulkner shared this idea  ·  Apr 14, 2023

4. Tax Update

   4 votes

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

   
   

   Savannah Faulkner supported this idea  ·  Apr 14, 2023

5. Ability to make a document private between the creator and the recipient

   7 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  ·  Apr 13, 2023

6. Send pdf download option in e-mail

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Apr 13, 2023

7. Transfer content between accounts: Option to transfer document /template/Library items to other account.

   10 votes

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

   
   

   Savannah Faulkner supported this idea  ·  Apr 12, 2023

8. Change the sender

   21 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Apr 5, 2023

9. Ability to add or attach a document / attachment to a completed document

   20 votes

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

   
   

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   Savannah Faulkner commented  ·  Apr 3, 2023  ·  Edit…  ·  Delete…

   The ability to upload files to a document even after the status has been changed to complete.

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   Savannah Faulkner supported this idea  ·  Apr 3, 2023

10. Fill in variables on the template level

    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  ·  Apr 3, 2023

11. Make Variable Field Type Boxes Expandable

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    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 30, 2023

12. Unsend sent document/notification

    21 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 30, 2023

13. Schedule Sending documents

    276 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  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.

    Savannah Faulkner supported this idea  ·  Mar 30, 2023
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    Savannah Faulkner commented  ·  Mar 9, 2023  ·  Edit…  ·  Delete…

    The ability to set a specific time for documents to be sent out automatically.

    Example: I want documents to go out at 8 in the morning the next day.

    Save Submitting...

14. 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.

    285 votes

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    50 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  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.

    Savannah Faulkner supported this idea  ·  Mar 30, 2023

15. Add Subscriptions to Pricing table

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Mar 29, 2023  ·  Edit…  ·  Delete…

    Would like to be able to show the total price, divided by the number of payments. Total cost = $XXXX/mo for Y Months.

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    Savannah Faulkner supported this idea  ·  Mar 29, 2023

16. Show / keep fields when document is downloaded in PDF so the recipient can sign on paper

    32 votes

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    7 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 28, 2023

17. Ability to save bundled documents separately within Salesforce

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Savannah Faulkner shared this idea  ·  Mar 27, 2023

18. 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

19. 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

20. 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