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74 results found

  1. Billing custom role/custom role permissions

    3 votes

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

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

    5 votes

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

  3. Permissions for recipients to see masked fields

    7 votes

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

  4. Partially mask fields

    2 votes

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

  5. Lock fields when redlining

    5 votes

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

  6. Percentage calculation

    23 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    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.

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

  7. Total cost in words - variable

    3 votes

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

  8. CFR-11

    128 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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

  9. 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  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  10. Ability to Change Time Zone for a Signature Certificate

    143 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  11. Headings auto-numbering for cover page

    6 votes

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

  12. Export Contacts List

    84 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  13. Qualtrics

    2 votes

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

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

    6 votes

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

  15. Route CRM generated documents into PandaDoc folders

    8 votes

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

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

    127 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    White-labeling in browser (in addition to emails)

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

  17. Improve Product Catalog

    15 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

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

    3 votes

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

  19. Flexible pricing table images: adding directly to the pricing table

    42 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  · 

  20. Conditional logic for Payment block

    16 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 
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