7564 results found

1. ability to invite users to access the billing panel

   ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.

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   Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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2. Bulk Send: Retract / Undo a bulk send batch with errors easily

   Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).

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   Idea  ·  1 comment  ·  Other  ·  Delete…  ·  Admin →
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3. Document change status option on the mobile app.

   Ability to manually change status of documents on the mobile app.

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   Idea  ·  0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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4. PipeDrive: Add PandaDoc contacts to PipeDrive

   Ability to pull created in PandaDoc contacts to Pipedrive

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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5. Tokens for products in Pipedrive

   Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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6. Omit zero values for pricing tables (show them blank)

   i have items coming from the CRM to the pricing table that have 0.00 value
   I want to omit this to show blank

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   Idea  ·  5 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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7. Permissions for recipients to see masked fields
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   Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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8. Adding footnotes
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   Idea  ·  1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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9. Delete Timeline from Dashboard

   The option to delete Timeline on the Dashboard.

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   Idea  ·  2 comments  ·  Other  ·  Delete…  ·  Admin →
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10. MailChimp

    Integration with MailChimp

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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11. Declined Document Notifications

    notifications should be sent to everyone who was signed/received the document

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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12. Ability to sort docs in the Inbox tab
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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. Catalog custom fields are added to pricing table as fees and additional multipliers
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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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14. Product variation Pipedrive EV2
    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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15. Global setting: turn off notifications of manual status change

    The global setting for turning off the notification of the manual status change. For now, it can be found only for each separate document (not in general settings).

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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16. Edit PandaDoc in Draft Status From Within HubSpot Deal

    Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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17. Refund option via PandaDoc

    Refund option via PandaDoc.

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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18. Adjust expiration warning timeframe

    Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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19. Send on Behalf of for Bulk send

    Ability to change the sender email when sending via Bulk send.

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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20. Save CC details via payment app

    The option to save clients' CC details via payment app (payment block).

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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