Settings and activity

374 results found

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

   4 votes

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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  ·  Feb 1, 2024

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

   27 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Feb 1, 2024

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

   6 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jan 26, 2024

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

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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  ·  Jan 24, 2024

5. PDF field recognition imporvements

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

   
   

   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jan 24, 2024

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

   24 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jan 23, 2024

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

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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) shared this idea  ·  Jan 17, 2024

8. Aggregate Document Analytics in Reporting Dashboard

   26 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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  ·  Jan 10, 2024

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

   8 votes

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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

10. 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

    12 votes

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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

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

    10 votes

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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

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

    8 votes

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

    
    

13. Field tags - 'Autofill with Signing Date'

    16 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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14. 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

15. WorkDay

    12 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

16. 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

17. [Reporting] Reporting based on document tags

    36 votes

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    Idea  ·  10 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

18. 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

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

    24 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

20. 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