Settings and activity

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  ·  Delete…  ·  Admin →
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   Marissa McGuirk shared this idea  ·  May 13, 2021

2. [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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   Marissa McGuirk supported this idea  ·  May 5, 2021

3. Permissions for recipients to see masked fields

   9 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Marissa McGuirk supported this idea  ·  May 5, 2021

4. Partially mask fields

   4 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Marissa McGuirk supported this idea  ·  May 5, 2021

5. 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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   Marissa McGuirk supported this idea  ·  Apr 29, 2021

6. Percentage calculation

   23 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Marissa McGuirk 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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   Marissa McGuirk supported this idea  ·  Apr 29, 2021

7. Total cost in words - variable

   3 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Marissa McGuirk shared this idea  ·  Apr 28, 2021

8. CFR-11

   130 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

   Marissa McGuirk supported this idea  ·  Apr 28, 2021

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

   3 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Marissa McGuirk supported this idea  ·  Apr 28, 2021

10. Ability to Change Time Zone for a Signature Certificate

    148 votes

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    10 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.

    Marissa McGuirk supported this idea  ·  Apr 28, 2021

11. 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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    Marissa McGuirk supported this idea  ·  Apr 27, 2021

12. Export Contacts List

    87 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

    Marissa McGuirk supported this idea  ·  Apr 27, 2021

13. Qualtrics

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Marissa McGuirk supported this idea  ·  Apr 26, 2021

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

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Marissa McGuirk supported this idea  ·  Apr 26, 2021

15. 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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    Marissa McGuirk supported this idea  ·  Apr 26, 2021

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

    128 votes

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    20 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. Please check back for updates.

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    Marissa McGuirk commented  ·  Apr 23, 2021  ·  Edit…  ·  Delete…

    White-labeling in browser (in addition to emails)

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    Marissa McGuirk supported this idea  ·  Apr 23, 2021

17. Improve Product Catalog

    15 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Marissa McGuirk supported this idea  ·  Apr 21, 2021

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  ·  Delete…  ·  Admin →
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    Marissa McGuirk supported this idea  ·  Apr 21, 2021

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

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    42 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

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

    
    

    You can add images straight to Quote Builder, which is a part of our CPQ solution. Follow this link to learn more about Quote Builder.

    Marissa McGuirk shared this idea  ·  Apr 21, 2021

20. Conditional logic for Payment block

    16 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Marissa McGuirk supported this idea  ·  Apr 21, 2021