Settings and activity

80 results found

1. Conditional logic for Payment block

   16 votes

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

2. Duplicate workspaces

   14 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Marissa McGuirk shared this idea  ·  Apr 21, 2021

3. Master settings: edit multiple Workspaces at once

   7 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Marissa McGuirk supported this idea  ·  Apr 21, 2021

4. Combine/Merge Templates & Documents

   99 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Not Planned  ·  Valeryia Baranava 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 19, 2021

5. Use tab to jump to the next field to fill and assign field

   50 votes

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   Released  ·  6 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
   Marissa McGuirk supported this idea  ·  Apr 19, 2021

6. Flatten PDFs before the upload

   20 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   Marissa McGuirk supported this idea  ·  Apr 16, 2021

7. Allow for Catalog Items to be inserted, updated, listed, and deleted through the API.

   48 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
   Work with Product Catalog Items

   Marissa McGuirk supported this idea  ·  Apr 14, 2021

8. Adjust signing order for sent documents

   12 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   Hello there! 👋

   I'm happy to inform you that you can now adjust the signing order for sent documents without needing to edit and resend the document. This feature is applicable only to recipients who haven't yet received the document.

   Your feedback would be greatly appreciated.

   Best,

   Igor from the Product Team at PandaDoc

   Marissa McGuirk supported this idea  ·  Apr 14, 2021

9. Native PandaDoc Redlining

   159 votes

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   11 comments  ·  Ideas to Improve PandaDoc  ·  Delete…  ·  Admin →
   Released  ·  Valeria Pochapskaya responded

   Contract negotiation has been released: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation

   Marissa McGuirk supported this idea  ·  Apr 14, 2021

10. Save Field Data when resending/editing

    110 votes

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    Released  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Marissa McGuirk supported this idea  ·  Apr 14, 2021

11. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    227 votes

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    34 comments  ·  Ideas to Improve PandaDoc  ·  Delete…  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.

    And hey, if you're on a Business plan and want to give it a try, simply reply to this message.

    Igor, Product Team

    Marissa McGuirk supported this idea  ·  Apr 14, 2021

12. Bulk Users Invite

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    Invite users via link: https://support.pandadoc.com/hc/en-us/articles/360007814954-Add-and-remove-users-#h_01F2RZSGXS554WFW5W8CVPEPXA

    Marissa McGuirk supported this idea  ·  Apr 13, 2021

13. Pricing table currency based on Salesforce opportunity

    16 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://support.pandadoc.com/hc/en-us/articles/19218367684503-Salesforce-Lightning-Create-and-send-PandaDoc-documents#3

    Marissa McGuirk supported this idea  ·  Apr 13, 2021

14. Pricing Table: Set a Min/Max on Quantity when it's Editable for Recipients

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Marissa McGuirk supported this idea  ·  Apr 13, 2021

15. Recover deleted documents

    95 votes

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    Released  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    Marissa McGuirk supported this idea  ·  Apr 13, 2021

16. Having separate repository and folders within Image Library

    •  

    194 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
    Not Planned  ·  Molly Abrams responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Marissa McGuirk supported this idea  ·  Apr 8, 2021

17. Schedule Sending documents

    294 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
    Early Access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi,

    Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.

    We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.

    To learn more about how it works, check out our Help Center article.

    Thank you for voting for this idea – your feedback is what got it built.

    Igor, Product team @ PandaDoc

    Marissa McGuirk supported this idea  ·  Apr 7, 2021

18. Admin License

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. There is an option to create a custom role where document creation is not allowed, but a user can manage roles and workspaces. For more information, please follow check the link below:

    Custom roles

    Marissa McGuirk shared this idea  ·  Apr 2, 2021

19. Different Header/Footers for Each Page

    154 votes

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

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

    Marissa McGuirk supported this idea  ·  Mar 18, 2021

20. Payment reminders

    136 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Payment reminders 

    Marissa McGuirk supported this idea  ·  Mar 9, 2021