Settings and activity

187 results found

1. Filter criteria for the dashboards view per date range

   12 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   PandaKat Olarte supported this idea  ·  Mar 29, 2023

2. provide csv or report of bulk send recipients that havent signed

   10 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   PandaKat Olarte supported this idea  ·  Mar 25, 2023

3. Number of Pages on Docs Statistics (environmental contribution)

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   PandaKat Olarte commented  ·  Mar 22, 2023  ·  Edit…  ·  Delete…

   It'd be great to have this report available to pull into quarterly business reviews for our customers.

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   PandaKat Olarte supported this idea  ·  Mar 22, 2023

4. Smart Content based on Pricing table values

   15 votes

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   3 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   PandaKat Olarte supported this idea  ·  Mar 22, 2023

5. Keyboard shortcuts & Be able to us the "Delete" Key on your keyboard to delete items during document design

   7 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   PandaKat Olarte supported this idea  ·  Mar 21, 2023

6. fields within rows should not shift while removing rows from the table

   3 votes

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

   
   

   PandaKat Olarte supported this idea  ·  Mar 19, 2023

7. limit document creation to be only created from CRM at the template level

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   PandaKat Olarte commented  ·  Mar 19, 2023  ·  Edit…  ·  Delete…

   Perhaps a toggle at the template level would be helpful.

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   PandaKat Olarte shared this idea  ·  Mar 19, 2023

8. Video Analytics

   7 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   PandaKat Olarte supported this idea  ·  Mar 14, 2023

9. Search cross workspaces for documents

   16 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   PandaKat Olarte supported this idea  ·  Mar 5, 2023

10. Import Folder to Content Library: upload multiple files to content library

    18 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    PandaKat Olarte supported this idea  ·  Feb 21, 2023

11. Ability to Edit During the Document Approval Workflow Process

    24 votes

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

    
    

    PandaKat Olarte supported this idea  ·  Feb 8, 2023

12. End users can not re-start a form if there’s an existing open document for that form.

    26 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    PandaKat Olarte supported this idea  ·  Feb 5, 2023

13. Fill column color (change column background color)

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Edit…  ·  Delete…  ·  Admin →
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    PandaKat Olarte shared this idea  ·  Feb 2, 2023

14. Change the color of the recipient role fillable fields in a document (template)

    190 votes

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    On roadmap  ·  22 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    PandaKat Olarte supported this idea  ·  Feb 2, 2023

15. Tab through variables before sending them out to the recipient

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    PandaKat Olarte supported this idea  ·  Jan 25, 2023
    PandaKat Olarte shared this idea  ·  Sep 22, 2021

16. The ability to edit fields as you are using the 'Tab' button on the keyboard to navigate.

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    PandaKat Olarte supported this idea  ·  Jan 25, 2023

17. improved collaborators feature: track changes

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. Report to view documents collaborators are on

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    PandaKat Olarte supported this idea  ·  Jan 23, 2023

19. Disable collaborator button.

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    PandaKat Olarte supported this idea  ·  Jan 23, 2023

20. Reassign fields on a sent document

    30 votes

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

    
    

    PandaKat Olarte supported this idea  ·  Jan 23, 2023