Settings and activity

282 results found

1. choose specific time of day for document expiration

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   113 votes

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   25 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Oct 7, 2021

2. Variables contain formulas: Excel formulas

   92 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Oct 7, 2021

3. make field multiple each other

   2 votes

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

   
   

   AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  ·  Oct 7, 2021

4. Catalog product items usage reporting

   60 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) responded

   Hi, 

   Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.

   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Oct 6, 2021

5. Add the option to prompt the CC recipienst to view the document

   2 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

   
   

   AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  ·  Oct 5, 2021

6. Save entire page with header/footer in the content library

   66 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Oct 1, 2021

7. Bitrix24

   10 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Sep 29, 2021

8. Downloading attachments along with the document they are attached to

   198 votes

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   33 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Sep 27, 2021

9. Calculated Variables in Pricing tables

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   86 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

   - CPQ: Quote Rules

   If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Sep 24, 2021

10. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    160 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Sep 24, 2021

11. The ability to change the statuses of the document to any possible status manually.

    28 votes

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

    
    

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Sep 24, 2021

12. Notifications for non-document participants (non senders)

    89 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Sep 24, 2021

13. Ability to change the reference number format

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  ·  Sep 23, 2021

14. GoCardless

    42 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Sep 21, 2021

15. Allow other people besides The document owner to receive renewal notification emails

    21 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Sep 21, 2021

16. Renewal Reminder Customised Message

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    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Sep 21, 2021

17. show doc value in the PandaDoc module in HubSpot

    2 votes

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

    
    

    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  ·  Sep 20, 2021

18. make template inactive

    3 votes

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

    
    

    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  ·  Sep 20, 2021

19. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    99 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Sep 20, 2021

20. Variables with Dropdown option AND/OR Repeatable Fields

    9 votes

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

    
    

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Sep 17, 2021