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Settings and activity

53 results found

  1. Modify Dashboard: create filters, hide statuses

    174 votes

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    On roadmap  ·  17 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  2. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    83 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  3. Salesforce sync - refresh document data (tokens from contcts, product list, etc)

    20 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  4. Fields sync back to Salesforce

    38 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  5. Salesforce true 2 way sync

    90 votes

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    Idea  ·  20 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Gabriel Lawrence commented  · 

    This is a really important feature that would significantly help our workflow.

    Gabriel Lawrence supported this idea  · 

  6. Dynamic Integration with Salesforce

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  7. Bulk Send from Salesforce

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  8. Delete a document from inside of it

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gabriel Lawrence commented  · 

    This would be nice in the kebab menu on the document. If I want to delete a document it's usually because I clicked on it through salesforce. In order to delete I have to copy the document name, click documents, paste the name in search and click delete. It would also help make sure users don't accidentally delete the wrong document.

    Gabriel Lawrence supported this idea  · 

  9. Edit the Completed document with saving the signature

    114 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gabriel Lawrence commented  · 

    This seems to defeat the purpose of a contract. I don't think this feature should exist, or it wouldn't be a clean audit trail of what was agreed to. If you edit after signing the signer should have to re-sign your edits.

  10. Set client's default email subject (automatic subject)

    60 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  11. The Signed status in the Actions tab

    23 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gabriel Lawrence commented  · 

    I think this is really needed. If I understand this request it is the same as this one I made.

    https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/42543226-status-for-partially-completed-first-signature

    Gabriel Lawrence supported this idea  · 

  12. Change Status of Multiple Documents at Once

    28 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  13. Status for partially completed (first signature)

    20 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gabriel Lawrence supported this idea  · 
    Gabriel Lawrence shared this idea  · 
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