Settings and activity

314 results found

1. Edit font size of signature field [Workaround in comments]

   8 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Solomiia Mereniuk supported this idea  ·  December 12, 2022

2. Integration with My Robin Payroll

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Solomiia Mereniuk supported this idea  ·  December 09, 2022

3. Monthly Recurring Revenue token in HubSpot

   3 votes

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   1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Solomiia Mereniuk supported this idea  ·  December 09, 2022

4. Sort SEARCH RESULTS by modified date, created date, document name, etc.

   17 votes

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

   
   

   Solomiia Mereniuk supported this idea  ·  November 04, 2022

5. Export Field Data into CSV or Excel file

   94 votes

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   Idea  ·  16 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Solomiia Mereniuk supported this idea  ·  November 02, 2022

6. [HubSpot CRM] Searchable and selectable tokens on the PandaDoc side

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

   
   

   Solomiia Mereniuk supported this idea  ·  October 26, 2022

7. Let the customer select optional items in pricing tables without assigning a field

   26 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Solomiia Mereniuk supported this idea  ·  October 26, 2022

8. See upcoming subscription renewals

   7 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Solomiia Mereniuk supported this idea  ·  October 18, 2022

9. Support Quickbooks for non US accounts

   11 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Solomiia Mereniuk supported this idea  ·  July 26, 2022

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

    25 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Solomiia Mereniuk supported this idea  ·  July 22, 2022
    Solomiia Mereniuk shared this idea  ·  February 19, 2021

11. Netsuite integration

    33 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API, Payments & 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  ·  June 24, 2022

12. 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, Payments & Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Solomiia Mereniuk shared this idea  ·  June 23, 2022

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

    30 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

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

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

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

    20 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    Solomiia Mereniuk supported this idea  ·  June 21, 2022
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    Solomiia Mereniuk commented  ·  February 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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15. Bulk sign: Ability to sign multiple documents at once in the inbox.

    26 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Solomiia Mereniuk supported this idea  ·  June 14, 2022

16. Edit a sent document and save without resending

    92 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Solomiia Mereniuk supported this idea  ·  June 09, 2022

17. Ability to search within the document

    18 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Solomiia Mereniuk supported this idea  ·  June 01, 2022

18. smart content: more than one rule

    4 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  ·  June 01, 2022

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

    15 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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20. Compression feature within PandaDoc - reduce size of PDFs

    29 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  ·  August 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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