Settings and activity

112 results found

1. 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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   Charmyn Marchan commented  ·  Aug 24, 2022  ·  Edit…  ·  Delete…

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

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   Charmyn Marchan supported this idea  ·  Aug 24, 2022

2. Affirm or AfterPay

   6 votes

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

   
   

   Charmyn Marchan shared this idea  ·  Aug 18, 2022

3. 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

   
   

   Charmyn Marchan supported this idea  ·  Jul 28, 2022

4. Allow specifying sender email address with Whitelabeling

   4 votes

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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

   
   

   Charmyn Marchan shared this idea  ·  Jul 25, 2022

5. 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

   
   

   Charmyn Marchan shared this idea  ·  Jul 6, 2022

6. 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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   Charmyn Marchan commented  ·  Jun 30, 2022  ·  Edit…  ·  Delete…

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

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   Charmyn Marchan shared this idea  ·  Jun 30, 2022

7. 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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   Charmyn Marchan supported this idea  ·  Jun 20, 2022

8. Export documents/proposals from Apple's Pages

   2 votes

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

   
   

   Charmyn Marchan shared this idea  ·  Jun 16, 2022

9. 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

   
   

   Charmyn Marchan supported this idea  ·  May 26, 2022

10. 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

    
    

    Charmyn Marchan shared this idea  ·  May 18, 2022

11. Localization of fields placeholder text: translate "Enter value" as well.

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

    
    

    Charmyn Marchan shared this idea  ·  May 17, 2022

12. Find and Replace All feature within a document / template

    192 votes

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    30 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.

    Charmyn Marchan supported this idea  ·  May 13, 2022

13. Option to exclude data from deleted documents in reporting

    2 votes

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

    
    

    Charmyn Marchan shared this idea  ·  May 13, 2022

14. Conditional logic for Hubspot

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Charmyn Marchan commented  ·  May 6, 2022  ·  Edit…  ·  Delete…

    Or allow a checkbox to be ticked in association with a pre-defined value from a Hubspot object.

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15. Link document multiple objects in CRM (Hubspot, Pipedrive, etc)

    19 votes

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

    
    

    An error occurred while saving the comment
    Charmyn Marchan commented  ·  May 4, 2022  ·  Edit…  ·  Delete…

    The ability to link the same document to multiple objects in Pipedrive or unlink it from other objects (Contacts, etc.) not just deals.

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    Charmyn Marchan supported this idea  ·  May 4, 2022

16. Signature line orientation

    3 votes

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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

    
    

    Charmyn Marchan shared this idea  ·  Apr 18, 2022

17. Sort templates shown when creating documents via CRM integrations

    7 votes

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

    
    

    Charmyn Marchan shared this idea  ·  Apr 7, 2022

18. Ability to set document title for Zendesk Support Integration

    2 votes

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

    
    

    Charmyn Marchan shared this idea  ·  Mar 30, 2022

19. Formatting symbols similar to Microsoft

    3 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

    
    

    Charmyn Marchan shared this idea  ·  Mar 17, 2022

20. Notifications for non-document participants (non senders)

    86 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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.

    An error occurred while saving the comment
    Charmyn Marchan commented  ·  Mar 16, 2022  ·  Edit…  ·  Delete…

    Allow non-document participants to follow a document's status progress and receive notifications without the need of being CC'd.

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    Charmyn Marchan supported this idea  ·  Mar 16, 2022