Settings and activity

61 results found

1. Enable User Groups for Permissions and Workflow Management

   10 votes

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

   12 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

   198 votes

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   33 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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   86 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)

    68 votes

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    9 comments  ·  Ideas to Improve PandaDoc » 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 » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  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, we made some improvements to our product that may help you cover those scenarios namely:

    • Formulas
    • Rules
    • Lookup Tables

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Holly Fabrow supported this idea  ·  May 16, 2023

17. More comprehensive pricing table design settings

    18 votes

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

    22 votes

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    6 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

19. 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

20. Make fields required internally (to require users to upload documents)

    3 votes

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

    
    

    Holly Fabrow supported this idea  ·  Jan 19, 2023