Settings and activity

102 results found

1. Bulk Send via API

   15 votes

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   1 comment  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Jul 17, 2024

2. Expiration Date via API

   48 votes

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   3 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
   Released  ·  AdminSergei Soroka (Admin, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   API Changelog 7.13.1 – Expiration Date (expires_in) support

   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Jun 17, 2024

3. Inbox, filter by status for documents

   15 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  May 8, 2024

4. [Quote Builder]: Support Quotes on DocX Download

   35 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Download documents as .docx

   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Apr 15, 2024

5. Use Smart content with shared content library items

   14 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Lindsey Schocke responded
   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Feb 8, 2024

6. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

   45 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·  Jan 31, 2024

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

   44 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →

8. Generate Report based on Field/Variable Info

   13 votes

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

9. Calculate tax by location

   18 votes

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

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

    6 votes

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

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

    55 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

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

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

    139 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Inline fields in PandaDoc

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

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

    8 votes

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

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

    74 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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

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

    26 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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

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

    50 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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 4, 2023

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

    •  

    260 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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

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

    23 votes

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

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

    31 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

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

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

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

    45 votes

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