Settings and activity

210 results found

1. Edit uploaded PDFs: OCR

   220 votes

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   11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Early access  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com or just reply to this email.

   PandaKat Olarte supported this idea  ·  September 22, 2023

2. Ability to invite users into multiple workspaces at once.

   17 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   PandaKat Olarte supported this idea  ·  September 22, 2023

3. Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   PandaKat Olarte shared this idea  ·  September 22, 2023

4. Preview document before sending

   19 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   PandaKat Olarte supported this idea  ·  September 19, 2023

5. send different email messages to the recipients who are signing the same document

   8 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   PandaKat Olarte supported this idea  ·  September 19, 2023

6. Allow to send a document with multiple signers to send without knowing the additional signer's email

   6 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

   
   

   PandaKat Olarte supported this idea  ·  September 08, 2023
   PandaKat Olarte shared this idea  ·  March 20, 2023

7. Smart content based on the products selected / used in the document

   21 votes

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   1 comment  ·  Ideas to Improve PandaDoc » CPQ - Catalog  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   PandaKat Olarte supported this idea  ·  September 08, 2023

8. Redirect recipient to a custom URL upon completion

   355 votes

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   46 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   On roadmap  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   
   

   PandaKat Olarte supported this idea  ·  September 06, 2023

9. Signer can re-assign some fields to other people

   25 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   PandaKat Olarte supported this idea  ·  September 05, 2023

10. Option to add multiple signature fields assigned to the list of recipients at once

    15 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    PandaKat Olarte supported this idea  ·  September 05, 2023

11. Workspace Template gallery per department

    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

    
    

    PandaKat Olarte supported this idea  ·  September 05, 2023
    PandaKat Olarte shared this idea  ·  February 23, 2022

12. Set a Saved Message on the template level

    28 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    PandaKat Olarte supported this idea  ·  August 31, 2023

13. Pricing Table - edit formatting of one cell with single click and highlight multiple cells to bulk change

    12 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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    PandaKat Olarte supported this idea  ·  August 17, 2023

14. Fix Bug: Number formatting wrong in PDF export

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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    PandaKat Olarte supported this idea  ·  August 17, 2023

15. Formatting more uniform to word in design.

    27 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    PandaKat Olarte supported this idea  ·  August 17, 2023
    PandaKat Olarte shared this idea  ·  August 10, 2021

16. Present Mode - resize

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    PandaKat Olarte supported this idea  ·  August 17, 2023

17. Inform users about changes and updates in product before making them

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    PandaKat Olarte supported this idea  ·  August 08, 2023

18. Notifications about all document changes and updates for all recipients

    17 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    PandaKat Olarte supported this idea  ·  August 08, 2023

19. Embed a form in an email

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    PandaKat Olarte supported this idea  ·  July 20, 2023

20. Automations: attach PDF to HubSpot Contact and Company object

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    PandaKat Olarte supported this idea  ·  July 14, 2023