Settings and activity

62 results found

1. Enable User Groups for Permissions and Workflow Management

   9 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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2. WorkDay

   11 votes

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

   
   

3. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

   20 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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4. Group users (by team/region/location) and apply custom role in bulk by group to limit visibility within the workspace.

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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5. Custom roles for different sales teams and users

   6 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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6. Option to switch off "Collaborator requests access" notification for Admin users

   7 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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7. Downloading attachments along with the document they are attached to

   182 votes

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   28 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

   Holly Fabrow supported this idea  ·  Aug 16, 2023

8. Calculated Variables in Pricing tables

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   84 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

   - CPQ: Quote Rules

   If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

   Holly Fabrow supported this idea  ·  Jun 23, 2023

9. copy tables with formating

   8 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Holly Fabrow supported this idea  ·  Jun 23, 2023

10. Dropdown functionality under Content Blocks

    4 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

    
    

    Holly Fabrow supported this idea  ·  Jun 23, 2023

11. ability to extend a dropdown field

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Holly Fabrow supported this idea  ·  Jun 23, 2023

12. Ability to resize radio buttons

    12 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    An error occurred while saving the comment
    Holly Fabrow commented  ·  Jun 23, 2023  ·  Edit…  ·  Delete…

    The ability to resize the field therefore having the text wrap. Right now the field just grows with the text off the page. It's strange this is even possible.

    Save Submitting...

13. horizontal radio button

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Holly Fabrow supported this idea  ·  Jun 23, 2023

14. Radio Buttons -Hide the Option Text

    3 votes

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

    
    

    Holly Fabrow supported this idea  ·  Jun 23, 2023

15. Set optional items as required in pricing table (Assign a pricing table to recipient)

    67 votes

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    9 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

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

    Holly Fabrow supported this idea  ·  May 16, 2023

16. Pricing Table - set up Default Tax: Tax calculations

    50 votes

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    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature for the pricing table, users with Admin/Manager roles can pre-set the tax in the Quote builder.

    For more information, please click the link below!

    Add and set up quote builder

    Holly Fabrow supported this idea  ·  May 16, 2023

17. More comprehensive pricing table design settings

    16 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Holly Fabrow supported this idea  ·  May 16, 2023

18. Add AND conditional approval statements

    34 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Early Access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Good news! We have been working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. 

    
    

    Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.

    Holly Fabrow supported this idea  ·  May 9, 2023

19. 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

    
    

    Holly Fabrow supported this idea  ·  May 9, 2023

20. Date field MM/YY - Month/Year formatting option

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    17 votes

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

    
    

    Holly Fabrow supported this idea  ·  May 9, 2023