Skip to content
← Have an idea? Share it!

Settings and activity

40 results found

  1. custom variables/fields in forms

    35 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  2. Log in via 2FA (Two Factor Authentication) / MFA

    150 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    In development  ·  24 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  3. Compliance NOM 151

    11 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  4. Disable the option to edit a completed document

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

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

    145 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  6. Pricing Table calculations: Excel Formulas.

    409 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  35 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

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

    33 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    When a recipient is signing a document, the prompt only takes them to each of the required fields vs every single field including optional ones.

  8. Word (docx) Import improvements

    81 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    In development  ·  11 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    Spending a lot of time either fixing the formatting of an imported Word Doc to an editable template/document or just having to create from scratch.

  9. SMS Verification for API Created Docs

    9 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 

  10. SMS Verification for Bundles

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 

  11. Export User List in CSV: download users of the PandaDoc account in one file

    21 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  12. SharePoint integration

    31 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  13. To be able to upload editable powerpoint

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  14. Remove users via SSO

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 

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

    429 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  43 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    For conditional fields, if Field A is filled in with a certain answer, Field B can automatically be filled. Use case: Customer wants to have a dropdown field where a manager is selected (Field A), then they want their job title to automatically fill in the next field (Field B).

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  16. Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.

    12 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  17. Switch Workspaces in Salesforce

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  18. Search field for contacts available without clicking magnifying glass

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 

  19. Account notifications for Admins Only

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 

  20. Use Multiple Currencies in a Pricing Table

    26 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
    An error occurred while saving the comment
    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    One template that can work with multiple currencies depending what currency is being used on the Salesforce opportunity. The currency used on the opportunity would automatically be pulled into the PandaDoc template.

← Previous 1