Settings and activity

224 results found

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

   19 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   PandaKat Olarte supported this idea  ·  Sep 22, 2023

2. 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  ·  Sep 22, 2023

3. Preview document before sending

   20 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  ·  Sep 19, 2023

4. 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  ·  Sep 19, 2023

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

   8 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  ·  Sep 8, 2023
   PandaKat Olarte shared this idea  ·  Mar 20, 2023

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

   23 votes

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   1 comment  ·  Ideas to Improve PandaDoc » CPQ - Catalog  ·  Delete…  ·  Admin →
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   On roadmap  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   Hi there! Thank you for taking the time to leave your request. Currently, this is not available, but the good news is that we have already started working on this 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 when it is live. Stay tuned!

   PandaKat Olarte supported this idea  ·  Sep 8, 2023

7. Redirect recipient to a custom URL upon completion

   387 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  ·  Sep 6, 2023

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

   27 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   PandaKat Olarte supported this idea  ·  Sep 5, 2023

9. 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  ·  Sep 5, 2023

10. 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  ·  Sep 5, 2023
    PandaKat Olarte shared this idea  ·  Feb 23, 2022

11. Set a Saved Message on the template level

    33 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    PandaKat Olarte supported this idea  ·  Aug 31, 2023

12. 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  ·  Aug 17, 2023

13. 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  ·  Aug 17, 2023

14. Formatting more uniform to word in design.

    30 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  ·  Aug 17, 2023
    PandaKat Olarte shared this idea  ·  Aug 10, 2021

15. 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  ·  Aug 17, 2023

16. 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  ·  Aug 8, 2023

17. 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  ·  Aug 8, 2023

18. 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  ·  Jul 20, 2023

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

    6 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  ·  Jul 14, 2023

20. reassign fields after a document is sent

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    PandaKat Olarte shared this idea  ·  Jun 23, 2023