Settings and activity

11 results found

1. Disable CAPTCHA (verification) for Forms

   22 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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2. When the Conditional field is chosen, to have OR option within conditional rule to choose the relevant test field

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   AdminStephanie Driscoll (Admin, PandaDoc) supported this idea  ·  Feb 16, 2023

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

   513 votes

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   On roadmap  ·  55 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminStephanie Driscoll (Admin, PandaDoc) supported this idea  ·  Dec 14, 2022

4. Trace uservoice requests - Would like to see all user requests for the company level (all users)

   4 votes

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

   
   

   AdminStephanie Driscoll (Admin, PandaDoc) supported this idea  ·  Aug 25, 2022

5. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

   32 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   AdminStephanie Driscoll (Admin, PandaDoc) supported this idea  ·  Aug 25, 2022

6. Switch Workspaces in Salesforce

   17 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   AdminStephanie Driscoll (Admin, PandaDoc) supported this idea  ·  Aug 4, 2022

7. Custom Role Permission: Accepting/Rejecting redlines

   2 votes

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

   
   

   AdminStephanie Driscoll (Admin, PandaDoc) shared this idea  ·  Jun 9, 2022

8. Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)

   20 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   AdminStephanie Driscoll (Admin, PandaDoc) supported this idea  ·  Jun 8, 2022

9. Approvals are set up on a document level

   78 votes

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   Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   AdminStephanie Driscoll (Admin, PandaDoc) supported this idea  ·  Jan 13, 2022

10. [Approvals]: Make approvers user based

    54 votes

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    Idea  ·  16 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    AdminStephanie Driscoll (Admin, PandaDoc) commented  ·  Sep 21, 2021  ·  Edit…  ·  Delete…

    Customer wants an approval process where, if a document is being sent by certain users then PD will send it to their specific team lead for approval

    Save Submitting...

11. Salesforce true 2 way sync

    100 votes

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    Idea  ·  22 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    AdminStephanie Driscoll (Admin, PandaDoc) supported this idea  ·  Jul 28, 2021