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646 results found

  1. Make variables required (forbid sending the document if "required" variables are not filled in

    21 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  2. Role Variables available on document level

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  3. Report to view documents collaborators are on

    8 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  4. Use pricing table information from first document as variables on the second document when Sending another document Automation

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  5. Restore Deleted Contacts / Contacts list version history.

    17 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  6. Basic Standard/Default Fillable fields: Name, Address, Phone, etc.

    27 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  7. PayU integration

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  8. Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  9. Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    6 votes

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    Not Planned  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  10. Show which completed documents you have opened vs which completed documents you have not opened

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  11. Formstack integration

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  12. Ability to search documents via the signature certificate ref. number.

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  13. CardX

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Savannah Faulkner commented  · 

    CardX integration

    Savannah Faulkner supported this idea  · 

  14. Stax

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Savannah Faulkner commented  · 

    Stax Payments integration

    Savannah Faulkner supported this idea  · 

  15. Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Savannah Faulkner commented  · 

    Allow first recipient to send the form via link to second recipient

    Savannah Faulkner shared this idea  · 

  16. Allow user access to certain document folders or documents

    19 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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  · 
    An error occurred while saving the comment
    Savannah Faulkner commented  · 

    Allow users to only view certain items (templates/ documents/ forms/ content)

  17. [Reporting] Reporting based on document tags

    37 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  18. [Bulk action] Select and edit / update several templates at once

    32 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Savannah Faulkner commented  · 

    Edit multiple templates text at once

    Savannah Faulkner supported this idea  · 

  19. Downloading attachments along with the document they are attached to

    218 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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  · 

  20. [Bulk Send] Send via SMS

    22 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Savannah Faulkner supported this idea  · 
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