Settings and activity

48 results found

1. End users can not re-start a form if there’s an existing open document for that form.

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Mar 16, 2023

2. Search cross workspaces for documents

   16 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Mar 3, 2023

3. Switch workspaces in MS Dynamics

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   0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  ·  Dec 19, 2022

4. CFR-11

   76 votes

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   Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Dec 19, 2022

5. Enable multiple optional items in Radio Buttons: to be able to choose as many options as needed

   9 votes

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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

   
   

   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Dec 7, 2022

6. Option to set up recipient authentication via API

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   2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Dec 7, 2022

7. Word (docx) Import improvements

   110 votes

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   Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Dec 6, 2022
   An error occurred while saving the comment
   AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  ·  Jul 26, 2022  ·  Edit…  ·  Delete…

   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.

   Save Submitting...

8. Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)

   20 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  ·  Dec 1, 2022  ·  Edit…  ·  Delete…

   Once doc is approved, if the recipient or signer needs to be re-sent for approval which delays the workflow.

   Save Submitting...

9. Subtotal *without* line item discounts total & the subtotal without discount

   12 votes

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   1 comment  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Dec 1, 2022

10. Use custom variables/fields in forms

    40 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 22, 2022

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

    198 votes

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    Idea  ·  33 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 22, 2022

12. Compliance NOM 151

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 18, 2022

13. Disable the option to edit a completed document

    18 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 18, 2022

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

    169 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 11, 2022

15. Pricing Table calculations: Excel Formulas.

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    465 votes

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    Idea  ·  44 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 26, 2022

16. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    58 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  ·  Aug 1, 2022  ·  Edit…  ·  Delete…

    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.

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17. SMS Verification for API Created Docs

    17 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  ·  Jul 19, 2022

18. SMS Verification for Bundles

    3 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

    
    

    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  ·  Jul 19, 2022

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

    25 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Jul 13, 2022

20. To be able to upload editable powerpoint

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded