Settings and activity

16 results found

1. Option to use the format of saved Content Library Item when adding to a new document or template

   3 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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2. Auto name Documents with tokens / Use variables in Document and Forms titles

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   258 votes

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   Idea  ·  45 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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3. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

   61 votes

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   Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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4. Sync products from HubSpot Products & quotes with PandaDoc catalog

   18 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Michelle Stephenson supported this idea  ·  November 21, 2022

5. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals)

   93 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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6. Change Document Status option in the Document view Itself

   63 votes

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   Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   Michelle Stephenson commented  ·  June 26, 2022  ·  Edit…  ·  Delete…

   It is next to impossible to manage the change document status in the document view with the current search function. If you have to search for the document, it makes you open it and you cannot make the changes.

   Save Submitting...

7. Conditional Status Change

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Viewed status

   8 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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9. Ability to add or attach a document / attachment to a completed document

   9 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

   
   

10. Alerts/Notification when a reminder / signing order email has been sent to the recipient

    7 votes

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

    
    

11. Advanced search options/ Search within the Folder

    21 votes

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

    
    

    An error occurred while saving the comment
    Michelle Stephenson commented  ·  March 17, 2022  ·  Edit…  ·  Delete…

    Actually that is not what i asked for. I asked for it to search Hovermap + ST it needs to be an AND not an OR search

    Save Submitting...

12. Simplify Manual to Complete Status Change

    4 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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13. Document rejected notifications *sent to a document approver / rejected docs and notes to them visible in one place

    3 votes

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

    
    

14. Notifications for all users

    41 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Michelle Stephenson supported this idea  ·  March 14, 2022

15. The ability to change the statuses of the document to any possible status manually.

    26 votes

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

    
    

    Michelle Stephenson supported this idea  ·  March 10, 2022

16. [Pricing Table] display Subtotal without Line Item taxes/discounts

    80 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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    Michelle Stephenson supported this idea  ·  December 12, 2021