Settings and activity

233 results found

1. Send the document automatically after approval

   90 votes

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   12 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

   Jomarie Papas supported this idea  ·  Feb 4, 2025

2. Folder Lock/Hide Option

   11 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Jomarie Papas supported this idea  ·  Dec 20, 2024

3. to disable adding the emails that have been added in CC to the HubSpot contacts

   9 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Jomarie Papas supported this idea  ·  Dec 17, 2024

4. Halo PSA

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Jomarie Papas supported this idea  ·  Dec 16, 2024

5. Automatically download the attachments when opening the files added to collect files field

   67 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

   Jomarie Papas supported this idea  ·  Dec 11, 2024

6. Send notification to recipient for declined document

   9 votes

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

   
   

   Jomarie Papas supported this idea  ·  Dec 10, 2024

7. change the color of the download button

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Jomarie Papas supported this idea  ·  Dec 4, 2024

8. Permissions for specific documents: Private documents (Password protect documents internally)

   190 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

   Jomarie Papas supported this idea  ·  Dec 4, 2024

9. ability to add items to dropdown field in bulk

   20 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Jomarie Papas supported this idea  ·  Nov 30, 2024

10. Payment required to complete the document

    64 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  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.

    Jomarie Papas supported this idea  ·  Nov 30, 2024

11. Payment required to view the document

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Nov 30, 2024

12. Payment Gateway: Integrate with NMI

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Nov 27, 2024

13. Prevent Fillable Fields from shifting

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    20 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Nov 23, 2024

14. Support Loom video embed in documents

    47 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, 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!

    Jomarie Papas supported this idea  ·  Nov 21, 2024

15. ACH Authorize.net payment via PandaDoc in Ev2

    23 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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!

    Jomarie Papas supported this idea  ·  Nov 20, 2024

16. Push Tax from Hubspot to PandaDoc

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Nov 20, 2024

17. Change Time Zone for Date Variable

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    51 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Jomarie Papas supported this idea  ·  Nov 19, 2024

18. Limit Manual Status Change Function

    2 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

    
    

    Jomarie Papas supported this idea  ·  Nov 18, 2024

19. Disable a PDF copy for the signed form

    5 votes

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

    
    

    Jomarie Papas supported this idea  ·  Nov 18, 2024

20. Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Nov 16, 2024
    An error occurred while saving the comment
    Jomarie Papas commented  ·  Nov 16, 2024  ·  Edit…  ·  Delete…

    is it possible to have products from the catalog as a variable as well

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