Settings and activity

103 results found

1. Document Opened Date System Variable: Autofill date field or variable with date recipient opens the document

   16 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminCharmyn Marchan (Admin, PandaDoc) commented  ·  Sep 28, 2022  ·  Edit…  ·  Delete…

   Pull info from Analytics into variable such as the date when the document is viewed for the first time, etc.

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   AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  ·  Sep 28, 2022

2. [Bulk action] Add tags to many templates in one click

   4 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  ·  Sep 22, 2022
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   AdminCharmyn Marchan (Admin, PandaDoc) commented  ·  Sep 22, 2022  ·  Edit…  ·  Delete…

   Also, remove tags on multiple documents in one go.

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3. Use image library items for smart content

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  ·  Sep 22, 2022

4. Set due dates for payments

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   0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  ·  Sep 20, 2022

5. Note for partial payment amount

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   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  ·  Sep 12, 2022

6. Merge vertical cells in a table

   38 votes

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

   
   

   AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  ·  Sep 7, 2022

7. Total cost in words - variable

   2 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  ·  Sep 1, 2022

8. Disable suggestions from catalog in pricing table when typing

   9 votes

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  ·  Aug 30, 2022

9. Send documents to slack channels

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  ·  Aug 30, 2022

10. Reminders that can be sent to non-signers

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

    
    

    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  ·  Aug 24, 2022

11. Add the same SKU for multiple catalog items

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

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    AdminCharmyn Marchan (Admin, PandaDoc) commented  ·  Aug 24, 2022  ·  Edit…  ·  Delete…

    This is helpful with product variations such as color, size, etc.

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    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  ·  Aug 24, 2022

12. More options for payment gateways

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    183 votes

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    Idea  ·  71 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) commented  ·  Aug 18, 2022  ·  Edit…  ·  Delete…

    Native integration to similar apps for Affirm or AfterPay Payment Gateway

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    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  ·  Aug 18, 2022

13. Bi-directional contact fields

    3 votes

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

    
    

    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  ·  Jul 28, 2022

14. Allow specifying sender email address with Whitelabeling

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  ·  Jul 25, 2022

15. Ability to adjust the size of all fields (checkboxes) at the same time

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  ·  Jul 6, 2022

16. Ability to access PandaDoc via MS Dynamics' Context IQ

    2 votes

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

    
    

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    AdminCharmyn Marchan (Admin, PandaDoc) commented  ·  Jun 30, 2022  ·  Edit…  ·  Delete…

    To be able to successfully use Dynamics365+PandaDocs within Microsoft Teams.

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    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  ·  Jun 30, 2022

17. Split the document value

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  ·  Jun 20, 2022

18. Export documents/proposals from Apple's Pages

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  ·  Jun 16, 2022

19. single row table

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminCharmyn Marchan (Admin, PandaDoc) supported this idea  ·  May 26, 2022

20. Automatically resize font in variables

    4 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminCharmyn Marchan (Admin, PandaDoc) shared this idea  ·  May 18, 2022