Settings and activity

49 results found

1. Restrict document owner from resolving suggestions

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Yuliya Valko supported this idea  ·  Mar 24, 2023

2. Bundles API

   34 votes

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   5 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

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   Yuliya Valko commented  ·  Mar 22, 2023  ·  Edit…  ·  Delete…

   ability to bundle 2-3 documents using API.

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   Yuliya Valko supported this idea  ·  Mar 22, 2023

3. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

   146 votes

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   Idea  ·  27 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Yuliya Valko supported this idea  ·  Feb 14, 2023

4. Multiple recipients to one signing order (groups in signing order).

   28 votes

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   Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Yuliya Valko supported this idea  ·  Feb 14, 2023

5. Payment reminders

   102 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Yuliya Valko supported this idea  ·  Feb 13, 2023

6. Pricing Table (Quote Builder): Input negative quantity / value.

   29 votes

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   Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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   Yuliya Valko supported this idea  ·  Jan 11, 2023

7. [HubSpot] Import from CRM: add new products to the pricing table after document creation

   19 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Yuliya Valko supported this idea  ·  Dec 20, 2022

8. Lock completed documents

   19 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Yuliya Valko supported this idea  ·  Nov 28, 2022

9. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

   515 votes

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   On roadmap  ·  55 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Yuliya Valko supported this idea  ·  Nov 22, 2022

10. [CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables

    18 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Yuliya Valko supported this idea  ·  Sep 26, 2022

11. Export Field Data into CSV or Excel file

    88 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Yuliya Valko commented  ·  Sep 26, 2022  ·  Edit…  ·  Delete…

    +ability to extract variables data as a CSV file from docs (created via templates) . The way it works for Forms now.

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    Yuliya Valko supported this idea  ·  Sep 26, 2022

12. LaborEdge integration (for healthcare orgs)

    1 vote

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

    
    

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    Yuliya Valko commented  ·  Sep 8, 2022  ·  Edit…  ·  Delete…

    Losing a customer of $513.68 MRR due to lack of such integration.

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    Yuliya Valko shared this idea  ·  Sep 8, 2022

13. PandaDoc integration with Connectwise

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Yuliya Valko supported this idea  ·  Aug 3, 2022

14. Salesforce, link PandaDocs to a custom Salesforce object

    17 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Yuliya Valko commented  ·  Aug 1, 2022  ·  Edit…  ·  Delete…

    to be bale to link a created document in PD to more objects in SFDC the same way it works with Opportunity object now.

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    Yuliya Valko commented  ·  Aug 1, 2022  ·  Edit…  ·  Delete…

    Link PandaDoc to other objects in SFDC ( Leads, Contacts, Accounts)

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    Yuliya Valko supported this idea  ·  Aug 1, 2022

15. Tokens cross-object population for Salesforce

    20 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Yuliya Valko supported this idea  ·  Aug 1, 2022

16. Add a middle name to personal information

    2 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

    
    

    Yuliya Valko supported this idea  ·  Aug 1, 2022

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

    76 votes

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    Beta  ·  11 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Yuliya Valko supported this idea  ·  Jul 11, 2022

18. SMS Notifications: Send link by SMS text built into software

    75 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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19. Pricing Table calculations: Excel Formulas.

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    471 votes

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    Idea  ·  45 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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    Yuliya Valko supported this idea  ·  May 27, 2022

20. Pass line item description formatting from SFDC

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Yuliya Valko supported this idea  ·  May 16, 2022