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Settings and activity

114 results found

  1. Create a copy or shortcut of completed documents in another workspace

    6 votes
    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?
    Charmyn Marchan shared this idea  · 

  2. Save entire page with header/footer in the content library

    66 votes
    9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    How important is this to you?
    Charmyn Marchan supported this idea  · 

  3. "Required" field tag not overlapping text

    5 votes
    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    Charmyn Marchan supported this idea  · 
    An error occurred while saving the comment
    Charmyn Marchan commented  · 

    If it would appear for a few seconds and then hide that would be helpful. - PandaDoc user

  4. Attachment on Sent documents

    10 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?
    Charmyn Marchan supported this idea  · 
    Charmyn Marchan shared this idea  · 

  5. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    23 votes
    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Charmyn Marchan commented  · 

    Am I able to turn a Signiture box sideways? I need to turn it 90 degrees
    Would be good for a future update! - Morgan G.

  6. Customize information passed to QuickBooks

    17 votes
    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
    How important is this to you?
    Charmyn Marchan shared this idea  · 

  7. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    86 votes
    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Charmyn Marchan commented  · 

    When I go to use a template, it would be great for an "untitled document to be created. I have made the mistake multiple times of accidentally editing the template when I meant to make a document.

  8. Set Variable formatting passed from CRM (commas in variables)

    128 votes
    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    Charmyn Marchan supported this idea  · 

  9. Ability to Change Recontact Email on Expired Document prompt

    2 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?
    Charmyn Marchan shared this idea  · 

  10. Hubspot link document to Custom Object

    19 votes
    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Charmyn Marchan shared this idea  · 

  11. Ability to remove the Report Spam button from emails

    12 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    How important is this to you?
    Charmyn Marchan supported this idea  · 

  12. Close.io

    79 votes
    13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?
    Charmyn Marchan supported this idea  · 

  13. Change Document Status Within the Document

    69 votes
    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Charmyn Marchan commented  · 

    Add change status option in Document Status Tile view

  14. More filters for documents

    15 votes
    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Charmyn Marchan commented  · 

    Filter documents according to type such as proposals, invoices etc. Create a customize way of filtering documents.

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