Settings and activity

  1. 21 votes

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    PandaKat Olarte supported this idea  · 
  2. 13 votes

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    PandaKat Olarte commented  · 

    Pasting a screenshot directly into a block would save time from saving the image, adding an image block, and then uploading.

    PandaKat Olarte supported this idea  · 
  3. 28 votes

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    PandaKat Olarte supported this idea  · 
  4. 3 votes

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    PandaKat Olarte supported this idea  · 
  5. 8 votes

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    PandaKat Olarte supported this idea  · 
  6. 18 votes

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    PandaKat Olarte supported this idea  · 
  7. 1 vote

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    PandaKat Olarte shared this idea  · 
  8. 4 votes

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    PandaKat Olarte supported this idea  · 
  9. 38 votes

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    PandaKat Olarte supported this idea  · 
  10. 70 votes

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    PandaKat Olarte commented  · 

    uploading documents / convert to PD file to edit. It changes formatting, sometimes pictures are deleted. logo is deleted and then have to manually add. It's minor but with so many adjustments, it can become tedious.
    ​Sometimes for Maria, it's easier to add a pdf and upload. Would like conversion to be more streamlined and simple.

  11. 18 votes

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    PandaKat Olarte supported this idea  · 
  12. 59 votes

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    PandaKat Olarte commented  · 

    Disable ability for a user to delete a page from a template

  13. 5 votes

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    PandaKat Olarte supported this idea  · 
  14. 135 votes

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    PandaKat Olarte commented  · 

    Would like the capability of having a variable within a document title.
    IDEAL: Would like to import company name into NDA document title
    ex. using variable as the document title - "company name - NDA"

    PandaKat Olarte supported this idea  · 
  15. 60 votes

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    PandaKat Olarte commented  · 

    When a document is created and the products or discounts are updated within the document for the product or discount to be updated within salesforce.

  16. 120 votes

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    PandaKat Olarte supported this idea  · 
  17. 12 votes

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    PandaKat Olarte commented  · 

    Make recipient indicators more obvious
    Recipients are not noticing the pointers for start/finish/where to fill out.
    It would be helpful to add more flare to the pointers for the recipient. Getting feedback that non-tech recipients don't know what to do when receiving a PandaDoc.

  18. 23 votes

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    PandaKat Olarte supported this idea  · 
  19. 8 votes

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    PandaKat Olarte commented  · 

    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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    PandaKat Olarte commented  · 

    Would like a super admin user role

  20. 5 votes

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    PandaKat Olarte commented  · 

    Would like to hide the timeline from the dashboard view to make the dashboard bigger.
    Would also be beneficial to have a full screen view of just the dashboard (presentation mode|)