Settings and activity

305 results found

1. Ability to resend multiple unsigned documents to a recipient within one transaction or email (not bulk send)

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea  ·  Jul 16, 2024

2. Allow Bulk Send to send multiple documents to the same email

   22 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jul 16, 2024

3. Documents via link sharing should only be accessible to the intended recipient

   23 votes

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   Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jul 16, 2024

4. resend sent documents via API

   9 votes

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

   
   

   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jul 16, 2024

5. Creating rooms through API

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jul 16, 2024

6. recipient to edit fillable fields of another recipient

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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  ·  Jul 16, 2024

7. Improve PDF output

   13 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jul 16, 2024

8. Send more than 10 documents in a bundle

   49 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario namely:

   • Rooms

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jul 15, 2024

9. get audit trail details via api

   9 votes

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

   
   

   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jul 15, 2024

10. Send the document automatically after approval

    73 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  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.

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jul 26, 2024

11. Rooms: General Room chat feature for all room members

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea  ·  Jul 11, 2024

12. Auto-correct feature in or chat or email portal.

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jul 11, 2024

13. JIRA

    3 votes

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    0 comments  ·  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  ·  Jul 11, 2024

14. no extra page when adding item from content library

    17 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jul 10, 2024

15. Smart content: more than one rule

    16 votes

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

    
    

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

16. Document bundling: option to mass update documents/templates

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) commented  ·  Jun 25, 2024  ·  Edit…  ·  Delete…

    Document Bundling: update or edit a template and dynamically mass updates bundled templates. When updating a template for the update to reflect in all bundled templates as well. (across workspaces would be nice to have as well)

    Save Submitting...
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jun 25, 2024

17. Conditionally Bundle Documents

    5 votes

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    1 comment  ·  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  ·  Jun 25, 2024

18. Product bundle: automatic update

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jun 25, 2024

19. Auto-update content library item once updated in a document/template

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    37 votes

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

    
    

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jun 25, 2024

20. PandaDoc help menu from Salesforce

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea  ·  Jun 21, 2024