Settings and activity

349 results found

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

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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 10, 2024

2. 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

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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

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

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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

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

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

5. Field tags - 'Autofill with Signing Date'

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

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   17 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

7. WorkDay

   11 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

8. 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

9. [Reporting] Reporting based on document tags

   33 votes

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   Idea  ·  9 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

10. 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

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

    23 votes

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    2 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

12. 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

13. A Collaborator with Approver Access

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

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

14. Allow the initials box to be in the footer

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

    How to Add Initials Field to Every Page 

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

15. Ability to sort user, email, and license type in Settings > Team

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 17, 2023

16. Lock fields position on a template/document

    50 votes

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

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 16, 2023

17. Master workspace templates for franchise and partner roll out.

    3 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  ·  Oct 30, 2023
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea  ·  Sep 5, 2023

18. Resend button

    42 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

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

19. Ability to remove Document Reference (Document-Ref) and page numbering

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    58 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 6, 2023

20. Bundling on Mobile App

    12 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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    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  ·  Oct 4, 2023