Settings and activity

81 results found

1. custom roles can be approvers in workflows

   8 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   AdminYuliya Valko (Admin, PandaDoc) supported this idea  ·  Sep 20, 2024

2. Expanded Approval Workflow: approvers can see their own documents only.

   2 votes

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

   
   

   AdminYuliya Valko (Admin, PandaDoc) supported this idea  ·  Sep 20, 2024

3. Multiple layers of conditional fields: conditional field within a conditional field

   19 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   AdminYuliya Valko (Admin, PandaDoc) supported this idea  ·  Sep 6, 2024

4. Use same fields in different field conditions

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminYuliya Valko (Admin, PandaDoc) shared this idea  ·  Sep 6, 2024

5. Tokens/Variables in saved messages / email body or subject

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   198 votes

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   31 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   We wanted to share an update regarding tokens/variables in saved messages and email. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

   This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

   We appreciate your understanding.

   AdminYuliya Valko (Admin, PandaDoc) supported this idea  ·  Jul 19, 2024

6. Receive Emails, Notifications, Text for any Product Updates

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   AdminYuliya Valko (Admin, PandaDoc) supported this idea  ·  Jul 19, 2024

7. have more than 1 signer to use Qualified electronic signature (QES)

   30 votes

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

   
   

   AdminYuliya Valko (Admin, PandaDoc) supported this idea  ·  Jun 20, 2024

8. Add a hyperlink in a text field

   7 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminYuliya Valko (Admin, PandaDoc) supported this idea  ·  Jun 13, 2024

9. Collaborate on Content Library Items (inline commenting and chat on Content Library items)

   9 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. Inline comments in templates

    25 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) supported this idea  ·  Aug 25, 2023

11. add multipage Content library items to the existing page not as a new page in the doc (leaving blank space)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) supported this idea  ·  Jun 3, 2024

12. no extra page when adding item from content library

    17 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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13. Apply to design / custom font / color for page numbering

    41 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

14. Expiration date for published forms

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminYuliya Valko (Admin, PandaDoc) supported this idea  ·  Apr 19, 2024

15. Having separate repository and folders within Image Library

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    187 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    AdminYuliya Valko (Admin, PandaDoc) supported this idea  ·  Mar 19, 2024

16. Add Image Library to banner side/enable full access to edit Image Library

    14 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    AdminYuliya Valko (Admin, PandaDoc) supported this idea  ·  Mar 19, 2024

17. Conditional fields for several recipients

    13 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

18. Hibob HR Software

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    AdminYuliya Valko (Admin, PandaDoc) supported this idea  ·  Jan 9, 2024

19. Allow to use templates from different workspace in HubSpot without switching workspaces

    16 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    AdminYuliya Valko (Admin, PandaDoc) supported this idea  ·  Dec 11, 2023

20. Schedule Sending documents

    252 votes

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    25 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    AdminYuliya Valko (Admin, PandaDoc) supported this idea  ·  Dec 1, 2023