Settings and activity

269 results found

1. Mass Update Fields - Required/Optional and Font Size

   21 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Feb 1, 2024

2. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products

   5 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jan 26, 2024

3. Field tags recognition. Ability to adjust height size/font size.

   4 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  ·  Jan 24, 2024

4. PDF field recognition imporvements

   9 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  ·  Jan 24, 2024

5. Set all fields recognized in PDF auto-placement as required

   14 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  ·  Jan 23, 2024

6. Support ticket requests in app to cc admins for visibility and notifications by workspace

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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) shared this idea  ·  Jan 17, 2024

7. Aggregate Document Analytics in Reporting Dashboard

   16 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jan 10, 2024

8. Audit Trail - Recipient Analytics - Recipient Time Spent viewing Document

   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  ·  Jan 10, 2024

9. Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it

   10 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

   
   

   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jan 4, 2024

10. Ability to filter by team in the Admin view of the Dashboard

    5 votes

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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) supported this idea  ·  Jan 2, 2024

11. Custom Electronic Disclosure Message

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    On roadmap  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    
    

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Dec 15, 2023

12. Ability to set date field validation (any, future, past) from PDF via API

    8 votes

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

    
    

13. Field tags - 'Autofill with Signing Date'

    12 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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14. Date field MM/YY - Month/Year formatting option

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    16 votes

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

    
    

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Dec 8, 2023

15. WorkDay

    10 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  ·  Dec 5, 2023

16. when adding a user have a dropdown to identify the team they are associated with

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    
    

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea  ·  Nov 29, 2023

17. [Reporting] Reporting based on document tags

    28 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 28, 2023

18. Collaborative Version History: if someone made a revision on a template

    5 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  ·  Nov 27, 2023

19. See changes made to a document/template in version history

    19 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

    
    

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 27, 2023

20. Improve Suggest Edits appcue to be more obvious

    2 votes

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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  ·  Nov 27, 2023