Settings and activity

76 results found

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

   29 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  ·  May 17, 2021  ·  Edit…  ·  Delete…

   Move approver workflow to have the option to be after/within the signature order.

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2. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

   11 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  ·  May 17, 2021

3. Billing custom role/custom role permissions

   3 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  ·  May 13, 2021

4. [HubSpot] The "Modified date" field in attached docs

   5 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  May 5, 2021

5. Permissions for recipients to see masked fields

   7 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  May 5, 2021

6. Partially mask fields

   2 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  May 5, 2021

7. Lock fields when redlining

   5 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 29, 2021

8. Percentage calculation

   23 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  ·  Apr 29, 2021  ·  Edit…  ·  Delete…

   The customer would like the ability to add a custom product catalog field but have the option to make this a percentage. Like the tax or discount columns, she would like to be able to make this a Service Fee and make that a percentage.

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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 29, 2021

9. Total cost in words - variable

   2 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  ·  Apr 28, 2021

10. CFR-11

    117 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Being evaluated  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    
    

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 28, 2021

11. Antivirus should not trigger document status's to move to viewed.

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 28, 2021

12. Ability to Change Time Zone for a Signature Certificate

    138 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates in a few months.

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 28, 2021

13. Headings auto-numbering for cover page

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 27, 2021

14. Export Contacts List

    83 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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.

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 27, 2021

15. Qualtrics

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 26, 2021

16. Forms responses CSV with columns named according to fields placeholders

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 26, 2021

17. Route CRM generated documents into PandaDoc folders

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 26, 2021

18. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    121 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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.

    An error occurred while saving the comment
    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  ·  Apr 23, 2021  ·  Edit…  ·  Delete…

    White-labeling in browser (in addition to emails)

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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 23, 2021

19. Improve Product Catalog

    15 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 21, 2021

20. Automatically update the product catalog when the bookkeeping is updated

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 21, 2021