Settings and activity

371 results found

1. Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)

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   1 comment  ·  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  ·  Nov 7, 2024

2. Pull products from Salesforce quote groups

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 7, 2024

3. Document link to SalesForce Quote record

   8 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 7, 2024

4. Automatically add Pipedrive custom product fields to pricing table

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 6, 2024

5. Webhook trigger for Tags

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 30, 2024

6. smart forms change button text from submit to continue

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 30, 2024
   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea  ·  Oct 25, 2024

7. Link conditional fields

   5 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  ·  Oct 21, 2024

8. Charts for Reporting

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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

   
   

   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 17, 2024

9. Pricing Table (Quote Builder): Input negative quantity / value.

   45 votes

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   Solution Exists  ·  10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 14, 2024
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) commented  ·  Oct 14, 2024  ·  Edit…  ·  Delete…

   NOTE: the negative quantity is only available for the PandaDoc Quote Builder/CPQ.

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10. Created by in salesforce should be the document creator

    7 votes

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    1 comment  ·  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  ·  Oct 11, 2024

11. Keep the formatting when importing Google Doc

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 3, 2024

12. google docs redlining/ Contract negotiation using google docs

    16 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  ·  Oct 3, 2024

13. View and track edits feature in the document version history like in MS word or google docs

    10 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

    
    

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 3, 2024

14. Version History Log /Report

    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  ·  Oct 3, 2024

15. Ability to add comments to Audit trail

    2 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  ·  Oct 3, 2024

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

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 27, 2024
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) commented  ·  Nov 16, 2021  ·  Edit…  ·  Delete…

    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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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) commented  ·  Nov 16, 2021  ·  Edit…  ·  Delete…

    Would like a super admin user role

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17. Custom roles for different sales teams and users

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 27, 2024

18. Option to switch off "Collaborator requests access" notification for Admin users

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 27, 2024

19. Admin Panel: Workspaces - Give option for dynamic list view of all workspaces

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 27, 2024

20. Enable User Groups for Permissions and Workflow Management

    10 votes

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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) supported this idea  ·  Sep 27, 2024