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365 results found

  1. Add a new Document-level Variable for Documented-Completed-Date

    5 votes
    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  2. ADP

    6 votes
    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  3. ability to use invites to other workspaces when SSO is enabled

    7 votes
    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  4. Ability to disable the emails that are coming upon user invitation in SSO.

    4 votes
    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  5. SSO assign license types at user signup

    7 votes
    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

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

  6. Conditional smart content for images to populate in pricing tables

    2 votes
    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea  · 

  7. Background images supported with smart content

    5 votes
    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

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

  8. Conditional Logic set up in Pricing tables

    226 votes
    13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  9. Admin License

    11 votes
    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  10. Categorize / Group PandaDoc contacts

    34 votes
    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  11. more options to sort document

    4 votes
    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) commented  · 

    It's be helpful to have the option to click on the title to sort documents by title (a-z/z-a), sort documents by modified date (old, new/new, old), sort by created date (old, new/new, old), sort by status (a-z/z-a), and sort by creator (a-z/z-a)

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

  12. Ability to sort by signer statuses for a document in the documents tab

    4 votes
    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

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

    27 votes
    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

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

    6 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

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

    4 votes
    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

  16. PDF field recognition imporvements

    10 votes
    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

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

    24 votes
    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 

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

    2 votes
    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea  · 

  19. Aggregate Document Analytics in Reporting Dashboard

    25 votes
    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?
    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!

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

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

    8 votes
    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  · 
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