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50 results found

  1. Account notifications for Admins Only

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Lori Nolen supported this idea  · 

  2. Use tab to jump to the next field to fill and assign field

    49 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Lori Nolen supported this idea  · 

  3. Use custom variables/fields in forms

    37 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Lori Nolen supported this idea  · 

  4. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    37 votes

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

    I want more options for statuses besides just draft, sent, viewed and completed--I would like to be able to edit those choices for things like APPROVE/APPROVED/FINALIZED

  5. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    327 votes

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    Idea  ·  50 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Lori Nolen supported this idea  · 

  6. Admin dashboard -- Overview all users / Manage all Users at once for all workspaces

    20 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Lori Nolen supported this idea  · 

  7. Ability to delete a user from all workspaces at once

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Lori Nolen commented  · 

    It would be awesome if I could select all the spaces on one invite instead of going to each workspace separately to send different individual invitations. It would save a ton of time! You have a similar feature when removing a user the system asks if I would like to remove them from “all workspaces.”

  8. Specify what type of signature is allowed - i.e. "draw" on kiosk form, but select on mobile

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Lori Nolen supported this idea  · 

  9. Ability to turn off specific notification emails sent to recipients.

    66 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Lori Nolen commented  · 

    Have a way to limit how different emails go out to recipients once they get a PandaDoc in the same way we can limit the number of email responses we get--within Settings

  10. Word (docx) Import improvements

    103 votes

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    In development  ·  12 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Lori Nolen supported this idea  · 
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