Settings and activity

333 results found

1. Webhook trigger for Tags

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 30, 2024

2. smart forms change button text from submit to continue

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 30, 2024
   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea  ·  Oct 25, 2024

3. Link conditional fields

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 21, 2024

4. Charts for Reporting

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

   
   

   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 17, 2024

5. Pricing Table (Quote Builder): Input negative quantity / value.

   44 votes

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   10 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Early access  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, just reply to this email.

   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 14, 2024
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) commented  ·  Oct 14, 2024  ·  Edit…  ·  Delete…

   NOTE: the negative quantity is only available for the PandaDoc Quote Builder/CPQ.

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6. Created by in salesforce should be the document creator

   7 votes

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

   
   

   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 11, 2024

7. Keep the formatting when importing Google Doc

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 3, 2024

8. google docs redlining/ Contract negotiation using google docs

   16 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 3, 2024

9. View and track edits feature in the document version history like in MS word or google docs

   10 votes

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

   
   

   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 3, 2024

10. Version History Log /Report

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 3, 2024

11. Ability to add comments to Audit trail

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 3, 2024

12. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    20 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 27, 2024
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) commented  ·  Nov 16, 2021  ·  Edit…  ·  Delete…

    Would like a super admin role to oversee workspaces and all access an account owner would have. The account owner is the decision maker and the admin is managing the entire account.

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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) commented  ·  Nov 16, 2021  ·  Edit…  ·  Delete…

    Would like a super admin user role

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13. Custom roles for different sales teams and users

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 27, 2024

14. Option to switch off "Collaborator requests access" notification for Admin users

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 27, 2024

15. Admin Panel: Workspaces - Give option for dynamic list view of all workspaces

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 27, 2024

16. Group of members (users) within the organization

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 27, 2024

17. Download the embedded template before signing

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 25, 2024

18. CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea  ·  Sep 20, 2024

19. Ability to type in a date field

    6 votes

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

    
    

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 19, 2024

20. Copy Smart content Templates between workspace

    27 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, 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.

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 19, 2024