Settings and activity

319 results found

1. Support Quickbooks for non US accounts

   8 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →

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   Solomiia Mereniuk supported this idea  ·  Jul 26, 2022

2. Ability to right-left align the position of the text within the field

   21 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →

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   Solomiia Mereniuk supported this idea  ·  Jul 22, 2022
   Solomiia Mereniuk shared this idea  ·  Feb 19, 2021

3. Netsuite integration

   30 votes

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   1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →

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   On roadmap  ·  AdminYurii Losinets (Admin, PandaDoc) responded

   Hi there!

   
   

   Please let us know if you're interested in NetSuite<>PandaDoc.

   We want to get your opinion on how it should work. Feel free to book a short meeting with us where we will show mockups for future integration - https://calendly.com/yuriilosinets/30min

   
   

   Thanks in advance!

   Solomiia Mereniuk supported this idea  ·  Jun 24, 2022

4. Salesforce custom object fields to populate to the recipients' email addresses in PandaDoc

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →

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   Solomiia Mereniuk shared this idea  ·  Jun 23, 2022

5. Conditional / smart content based on recipient fields selection.

   7 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →

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   Solomiia Mereniuk supported this idea  ·  Jun 23, 2022
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   Solomiia Mereniuk commented  ·  Jun 23, 2022  ·  Edit…  ·  Delete…

   smart content should be based on field values in addition to variables values.

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6. Approval Workflow by Manager after the recipient sign the contract

   16 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →

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   Solomiia Mereniuk supported this idea  ·  Jun 21, 2022
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   Solomiia Mereniuk commented  ·  Feb 26, 2021  ·  Edit…  ·  Delete…

   The approval process should happen internally after the form has been filled out and returned. And the approval/signatures should not be seen by the person filling out the application.

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7. Bulk sign

   14 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →

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   Solomiia Mereniuk supported this idea  ·  Jun 14, 2022

8. Edit a sent document and save without resending

   61 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →

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   Solomiia Mereniuk supported this idea  ·  Jun 9, 2022

9. Ability to search within the document

   11 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →

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   Solomiia Mereniuk supported this idea  ·  Jun 1, 2022

10. smart content: more than one rule

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Solomiia Mereniuk supported this idea  ·  Jun 1, 2022

11. Document Opened Date System Variable: Autofill date field or variable with date recipient opens the document

    12 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk supported this idea  ·  May 27, 2022
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    Solomiia Mereniuk commented  ·  May 27, 2022  ·  Edit…  ·  Delete…

    autofill in user system date and time after the user accessed a doc

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12. Compression feature within PandaDoc - reduce size of PDFs

    19 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk supported this idea  ·  May 26, 2022
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    Solomiia Mereniuk commented  ·  Aug 11, 2021  ·  Edit…  ·  Delete…

    Should be ability to reduce docs size, as now while exporting pdfs you see quite large file sizes e.g 5mb. (for 2 pages doc)

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13. Option to use API to edit a document

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Solomiia Mereniuk supported this idea  ·  May 26, 2022

14. pass category field from ZOHO product into pandadoc pricing table

    5 votes

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    Solomiia Mereniuk supported this idea  ·  May 24, 2022

15. Notification for signed but did not hit the Finish button

    12 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk supported this idea  ·  May 23, 2022

16. Text Alignment similar to MS Word

    10 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk supported this idea  ·  May 19, 2022

17. add address validation options for fields

    2 votes

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

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    Solomiia Mereniuk shared this idea  ·  May 19, 2022

18. Pull Salesforce line items in the same order they are in SF

    8 votes

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    In development  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk supported this idea  ·  May 18, 2022
    Solomiia Mereniuk shared this idea  ·  Jul 30, 2021

19. Audit Trail - add more events

    16 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk supported this idea  ·  May 18, 2022

20. Custom numbering lists

    16 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk supported this idea  ·  May 10, 2022