Settings and activity

319 results found

1. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

   46 votes

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

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   Solomiia Mereniuk supported this idea  ·  Jul 25, 2021

2. Add taxes in catalog

   7 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →

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   Solomiia Mereniuk supported this idea  ·  Jul 24, 2021

3. email validation supports extended email formats

   3 votes

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

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Solomiia Mereniuk shared this idea  ·  Jul 22, 2021

4. Redirect recipient to a custom URL upon completion

   208 votes

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   On roadmap  ·  28 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →

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   Solomiia Mereniuk supported this idea  ·  Jul 21, 2021
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   Solomiia Mereniuk commented  ·  May 14, 2021  ·  Edit…  ·  Delete…

   the users should be redirected to relevant docs once they enter specific info in forms

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5. Reminder customization: Customize the text in reminder message

   199 votes

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   Idea  ·  19 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →

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   Solomiia Mereniuk supported this idea  ·  Jul 21, 2021

6. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

   263 votes

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   Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →

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   Solomiia Mereniuk supported this idea  ·  Jul 21, 2021

7. More Pricing Table Variable Options

   17 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →

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   Solomiia Mereniuk supported this idea  ·  Jul 21, 2021

8. password protection for forms

   3 votes

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

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Solomiia Mereniuk shared this idea  ·  Jul 20, 2021

9. Catalog custom fields are added to pricing table as fees and additional multipliers

   8 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →

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   Solomiia Mereniuk supported this idea  ·  Jul 14, 2021

10. Assign all/several fields to one role/recipient at once in a template

    68 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk supported this idea  ·  Jul 14, 2021

11. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

    17 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk supported this idea  ·  Jul 14, 2021

12. Automatically download the attachments when opening the files added to collect files field

    30 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  ·  Jul 14, 2021

13. customize stripe payment page

    14 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk supported this idea  ·  Jul 13, 2021

14. Combine/Merge Templates & Documents

    68 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk supported this idea  ·  Jul 12, 2021

15. MS Dynamics two-way sync (2-way sync)

    10 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk commented  ·  Jul 7, 2021  ·  Edit…  ·  Delete…

    Please enable the option to Update data in PandaDoc for Dynamics integration again (it was available before, but now seems to be removed)

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16. [Bulk actions] Upload multiple documents and templates at the same time

    127 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk supported this idea  ·  Jul 2, 2021

17. The ability to hide the specific content of the document for a particular recipient

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk supported this idea  ·  Jun 30, 2021

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

    22 votes

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

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    Solomiia Mereniuk supported this idea  ·  Jun 30, 2021

19. More connection between workspaces: Design options, themes, settings shared between workspaces

    34 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk shared this idea  ·  Jun 30, 2021

20. Spellchecker: Spell Check in App like Grammarly

    146 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →

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    Solomiia Mereniuk supported this idea  ·  Jun 29, 2021