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10 results found

  1. Set a Saved Message on the template level

    53 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Stephanie Driscoll supported this idea  · 

  2. Allow recipient to pay for document during their signing order turn

    12 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Stephanie Driscoll supported this idea  · 

  3. Disable CAPTCHA (verification) for Forms

    58 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.

    At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.

    However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.

    If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.

  4. When the Conditional field is chosen, to have OR option within conditional rule to choose the relevant test field

    9 votes

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

  5. 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  ·  Admin →
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    Stephanie Driscoll supported this idea  · 

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

    62 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. 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.

    Stephanie Driscoll supported this idea  · 

  7. Switch Workspaces in Salesforce

    39 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) 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!

    Stephanie Driscoll supported this idea  · 

  8. Custom Role Permission: Accepting/Rejecting redlines

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Stephanie Driscoll shared this idea  · 

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

    29 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Stephanie Driscoll supported this idea  · 

  10. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    73 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. 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.

    An error occurred while saving the comment
    Stephanie Driscoll commented  · 

    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