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173 results found

  1. [Dashboard] Select period more than 1 year in Dashboard

    26 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    PandaKat Olarte supported this idea  · 

  2. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    60 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    PandaKat Olarte commented  · 

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

  3. Report Revenue

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    PandaKat Olarte supported this idea  · 

  4. Auto name Documents with tokens / Use variables in Document and Forms titles

    225 votes

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    Idea  ·  41 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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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  · 
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    PandaKat Olarte commented  · 

    Would like to have ability to force documents to be renamed in a specific format.
    This would streamline document tracking for them.
    ex. Global Guardian- x proposal - date
    - Company - document title - date

  5. Having separate repository and folders within Image Library

    143 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    PandaKat Olarte supported this idea  · 

  6. Make the next button more clear when completing fields and signing the document

    12 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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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.

  7. Make the Finish button more clear

    30 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    PandaKat Olarte supported this idea  · 

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

    12 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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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

  9. Delete Timeline from Dashboard

    7 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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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|)

  10. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    291 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    PandaKat Olarte supported this idea  · 

  11. Add AND conditional approval statements

    17 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    PandaKat Olarte supported this idea  · 

  12. zoom - Ability to change workspaces within Zoom/PandaDoc App

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    PandaKat Olarte shared this idea  · 

  13. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    327 votes

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    Idea  ·  50 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    PandaKat Olarte supported this idea  · 

  14. Multiple Stripe accounts per workspace

    18 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    PandaKat Olarte supported this idea  · 

  15. Resend button

    22 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    PandaKat Olarte supported this idea  · 

  16. Variables displayed in other languages

    8 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    PandaKat Olarte commented  · 

    When selecting a variable, for French to be the language available within the variable title.

  17. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    PandaKat Olarte shared this idea  · 

  18. Alerts to Sender when Document is not Viewed/Signed

    20 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    PandaKat Olarte supported this idea  · 

  19. Internal timeline and reminders for teams collaborating on a document

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  20. access emails history sent by pandadoc upon sending documents

    7 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    PandaKat Olarte supported this idea  · 
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    PandaKat Olarte commented  · 

    It would be great to have the email from a sent PD document to appear in gmail sent items as if were sent natively from Gmail.

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    PandaKat Olarte commented  · 

    See the sender's email within the document sent to the recipient. Similar to the concept of viewing the recipient's email on the top right of the document.
    See attached image where "panda doc" is highlighted on the left side.

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