Settings and activity

50 results found

1. Mass Download "Collect file" field attachments

   28 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Lori Nolen supported this idea  ·  Aug 3, 2022

2. Automatically organize documents to folders: create trigger to move completed docs to specific folder

   74 votes

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   Beta  ·  11 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Lori Nolen supported this idea  ·  Jun 1, 2022

3. Adding tag qualifies as document modification

   4 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Lori Nolen supported this idea  ·  Jun 1, 2022

4. Approvals are set up on a document level

   73 votes

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   Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Lori Nolen supported this idea  ·  Jun 1, 2022

5. Sorting of Tags

   6 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Lori Nolen supported this idea  ·  Jun 1, 2022

6. Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.

   18 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Lori Nolen supported this idea  ·  Jun 1, 2022

7. Edit the Completed document with saving the signature

   114 votes

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   Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Lori Nolen supported this idea  ·  Jun 1, 2022

8. Change Document Status option in the Document view Itself

   59 votes

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   Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Lori Nolen supported this idea  ·  Jun 1, 2022

9. Adding a note with document ownership transfer

   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

   
   

   Lori Nolen supported this idea  ·  Jun 1, 2022

10. [Reporting] Reporting based on document tags

    17 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Lori Nolen supported this idea  ·  Jun 1, 2022

11. Delete/remove/edit tags from the Documents/Templates/Content library tabs

    54 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Lori Nolen supported this idea  ·  Jun 1, 2022

12. Change Document Location / Folder Inside the Document

    5 votes

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

    
    

    Lori Nolen supported this idea  ·  Jun 1, 2022

13. Actions with catalog items (duplicate, rename, tags)

    25 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    Lori Nolen supported this idea  ·  Jun 1, 2022

14. Delete multiple pages at once

    27 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Lori Nolen supported this idea  ·  Jun 1, 2022

15. Preview bulk send before sending

    21 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Lori Nolen supported this idea  ·  Jun 1, 2022

16. Bulk Send: Retract a bulk send batch with errors easily

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Lori Nolen supported this idea  ·  Jun 1, 2022

17. Delete pages from the App

    2 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

    
    

    Lori Nolen supported this idea  ·  Jun 1, 2022

18. Bulk export and bulk delete documents from a particular template

    2 votes

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

    
    

    Lori Nolen supported this idea  ·  Jun 1, 2022

19. [Bulk actions] Ability multiselect for blocks and fields (for copy-paste)

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    228 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Lori Nolen supported this idea  ·  May 3, 2022

20. Ability to disable or remove Signature Certificate for downloaded documents

    59 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Lori Nolen supported this idea  ·  Apr 28, 2022