Settings and activity

89 results found

1. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

   34 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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2. Generate Report based on Field/Variable Info

   8 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 30, 2023

3. Calculate tax by location

   13 votes

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 10, 2023

4. The ability to download a Form as an Excel file

   9 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 10, 2023

5. Products in different languages and currencies with the same SKU in Catalog

   27 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 10, 2023

6. When status changed to Completed, generate a draft document

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 10, 2023

7. Auto-update pricing tables and quotes in templates if product catalog is updated manually

   43 votes

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   6 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 9, 2023

8. Fields move automatically with text blocks: link fields to blocks

   119 votes

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   18 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

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

   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 7, 2023

9. Sort template by the "Last Modified" date and see the date modified

   6 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Nov 6, 2023

10. When the Conditional field is chosen, to have OR option within conditional rule to choose the relevant test field

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 26, 2023

11. Upload CSV/Excel/XLSX as editable content in PandaDoc

    72 votes

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    2 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.

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 19, 2023

12. Ability to save smart content/smart content rules (Сontent library for Smart content)

    21 votes

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    1 comment  ·  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.

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 11, 2023
    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  ·  Apr 11, 2022

13. Add clickwrap as an additional safeguard for contract signing: Terms & Conditions Feature

    42 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 4, 2023

14. Edit / customize text in all email notifications including Completion or Signed Email Message

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    237 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

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

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 26, 2023

15. Smartsheet

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 21, 2023

16. Text around fields format to match the length of the info entered

    20 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 21, 2023

17. Allow Bulk Send to send multiple documents to the same email

    24 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 14, 2023

18. [Bulk action] Change Status of Multiple Documents at Once

    43 votes

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    4 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.

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 13, 2023

19. Option for deleting multiple pages in a document or template

    65 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Aug 31, 2023

20. ability to lock the permission to change description to the products for users in catalog

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Aug 25, 2023