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64 results found

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

    53 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Holly Fabrow supported this idea  · 

  2. More comprehensive pricing table design settings

    19 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Holly Fabrow supported this idea  · 

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

    29 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Holly Fabrow supported this idea  · 

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

    18 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Holly Fabrow supported this idea  · 

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

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Holly Fabrow supported this idea  · 

  6. in pandadoc api, roles show as blank in document details when the template has role(s).

    8 votes

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    2 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Holly Fabrow supported this idea  · 

  7. Pre assign roles in app

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Holly Fabrow supported this idea  · 

  8. Ability to sort user, email, and license type in Settings > Team

    14 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Holly Fabrow supported this idea  · 

  9. Admin Panel: Workspaces - Give option for dynamic list view of all workspaces

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Holly Fabrow commented  · 

    This dynamic list view would be helpful on all screens in the Admin Panel.

    Holly Fabrow shared this idea  · 

  10. Expand Folder View on the left hand side panel

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Holly Fabrow supported this idea  · 

  11. Global Design Panel

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Holly Fabrow supported this idea  · 

  12. View Integration Connection Status by User

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Holly Fabrow supported this idea  · 

  13. Option to switch off "User joined workspace" notification for Admin users

    25 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Holly Fabrow supported this idea  · 

  14. Account Messaging / Notifications for Admins Only

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Holly Fabrow commented  · 

    The PandaDoc Account Messaging that is applicable to only the Admin Owner role should only be visible to the Admin/Owner, not all Admins within the workspaces on an enterprise plan. Whenever the "You're nearing your limit of documents created (-14892 of 60000). To increase your limit, contact us" OR "It's time to renew" OR any other messaging that is not applicable to end users populates at the top of the workspace screen, it created a storm of emails and tickets letting me know.
    Please build enterprise level controls within the application.

    Holly Fabrow supported this idea  · 

  15. save initials in the account like signatures

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Holly Fabrow supported this idea  · 

  16. Add an email signature, text formatting, and/or images (logos) to Saved Messages

    71 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Holly Fabrow supported this idea  · 

  17. Mass Download "Collect file" field attachments

    55 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Solution Exists  ·  Katie Hudson responded

    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.

    Holly Fabrow supported this idea  · 

  18. Multiple themes when bundling documents

    20 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Holly Fabrow commented  · 

    If this in reference to the theme and formatting being almost completely lost when using the bundling feature...I fully support this idea as bundling is causing so many issues with our salespeople when utilizing this feature.

    Holly Fabrow supported this idea  · 

  19. [Bulk send] Bundling

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Holly Fabrow supported this idea  · 

  20. bundling approval workflow

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Holly Fabrow supported this idea  · 
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