Settings and activity

173 results found

1. MS teams - ability to sign in-person

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

   
   

   PandaKat Olarte supported this idea  ·  Sep 21, 2021
   PandaKat Olarte shared this idea  ·  Aug 13, 2021

2. [Catalog] Order by SKU code

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   PandaKat Olarte supported this idea  ·  Sep 15, 2021

3. adding a convenient fee to Credit card charges

   6 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   PandaKat Olarte supported this idea  ·  Aug 27, 2021

4. Add Collaborators on Templates like documents

   19 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   PandaKat Olarte commented  ·  Aug 24, 2021  ·  Edit…  ·  Delete…

   When collaborating on a template when a comment is made and clicking on the email to go to the document, for it to go directly to the item that requires to be resolved.

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5. Playing videos and clicking on hyperlinks in presentation mode

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   PandaKat Olarte supported this idea  ·  Aug 24, 2021

6. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

   476 votes

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   Idea  ·  52 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   PandaKat Olarte supported this idea  ·  Aug 18, 2021

7. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

   57 votes

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   Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   PandaKat Olarte supported this idea  ·  Aug 18, 2021

8. switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status

   8 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   PandaKat Olarte supported this idea  ·  Aug 18, 2021

9. Image Editing Capabilities (crop, rotate, flip etc)

   72 votes

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   Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   PandaKat Olarte supported this idea  ·  Aug 17, 2021

10. Make variables required (forbid sending the document if "required" variables are not filled in

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    PandaKat Olarte supported this idea  ·  Aug 17, 2021

11. Customers / recipients can edit variables

    17 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    PandaKat Olarte supported this idea  ·  Aug 17, 2021

12. Set Variable formatting passed from CRM (commas in variables)

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    89 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    PandaKat Olarte supported this idea  ·  Aug 17, 2021
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    PandaKat Olarte commented  ·  May 25, 2021  ·  Edit…  ·  Delete…

    It would appear more professional to have numeric variables to reflect comma separators.

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13. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

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    28 votes

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

    
    

    PandaKat Olarte supported this idea  ·  Aug 17, 2021

14. Text formatting for catalog

    16 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    PandaKat Olarte supported this idea  ·  Aug 17, 2021

15. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    183 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    PandaKat Olarte supported this idea  ·  Aug 17, 2021

16. Crop images in Image Block

    40 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    PandaKat Olarte supported this idea  ·  Aug 17, 2021

17. ability to place checkbox over an attachment

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

    
    

    PandaKat Olarte shared this idea  ·  Aug 16, 2021

18. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    158 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    PandaKat Olarte supported this idea  ·  Aug 10, 2021

19. Ability to choose if a signature is to the left, centered, or to the right aligned.

    7 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  ·  Aug 9, 2021

20. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals)

    91 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    PandaKat Olarte commented  ·  Jul 28, 2021  ·  Edit…  ·  Delete…

    Ideally, if on vacation, to have the settings allow the temp-approver to be assigned from "x" date to "x" date.

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    PandaKat Olarte supported this idea  ·  Jul 28, 2021