Settings and activity

223 results found

1. Reminders set in hours

   11 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Lindsey Schocke responded
   Jomarie Papas supported this idea  ·  Mar 1, 2023

2. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

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   143 votes

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   34 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Not Planned  ·  Valeryia Baranava 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  ·  Feb 13, 2023

3. Email notification for Sender to verify that the document is sent

   7 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Jomarie Papas supported this idea  ·  Feb 13, 2023

4. Access and complete the form without entering any information or email address

   23 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Jomarie Papas supported this idea  ·  Feb 7, 2023
   Jomarie Papas shared this idea  ·  Jun 1, 2022

5. Place a page break inside a text block

   28 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Jomarie Papas supported this idea  ·  Feb 6, 2023

6. Edit the Completed document with saving the signature

   214 votes

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   12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  Katie Hudson responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. 

   Jomarie Papas supported this idea  ·  Jan 27, 2023

7. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

   72 votes

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   18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminJoan Nocon (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  ·  Jan 23, 2023

8. Import Folder to Content Library: upload multiple files to content library

   36 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Jomarie Papas supported this idea  ·  Jan 2, 2023

9. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

   103 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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 18, 2022

10. Custom page sizes

    98 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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11. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

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    451 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • Currency formatting
    • Formulas
    • Rules
    • Lookup Tables

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Jomarie Papas supported this idea  ·  Nov 1, 2022

12. Customize signature certificate design

    54 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  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  ·  Oct 21, 2022

13. Pull product data from Freshsales to pricing tables

    26 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Oct 6, 2022

14. Automated Escalation Process: if the document is not approved in 24h, send the document to another approver

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Jomarie Papas supported this idea  ·  Oct 6, 2022

15. Quickbooks Desktop

    80 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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  ·  Aug 26, 2022

16. Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page

    22 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Aug 25, 2022

17. Option to restrict access to the workspace for the Account owner/Admin

    18 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Jomarie Papas supported this idea  ·  Aug 25, 2022

18. Declined Document Notifications

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Aug 23, 2022

19. [Word Import] Import complex MS Word features such as SmartArt to maintain the integrity of the original documents.

    195 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.

20. [Word Import]: When MS Word documents are uploaded to PandaDoc, the page size mirrors the original document settings.

    241 votes

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    19 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.