Settings and activity

233 results found

1. Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

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

   
   

   Jomarie Papas supported this idea  ·  Apr 25, 2023

2. The Draw signature option set by default

   14 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Jomarie Papas supported this idea  ·  Apr 12, 2023

3. [Reporting] Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.

   13 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Jomarie Papas supported this idea  ·  Apr 12, 2023

4. choose specific time of day for document expiration

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   113 votes

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   25 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  ·  Apr 5, 2023

5. Edit uploaded PDFs

   277 votes

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   13 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.

   Jomarie Papas supported this idea  ·  Mar 27, 2023
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   Jomarie Papas commented  ·  Apr 13, 2022  ·  Edit…  ·  Delete…

   integrate web application with Pandadoc in order to edit an uploaded PDF file

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6. Multiple Workflow options & conditional workflow

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Jomarie Papas supported this idea  ·  Mar 26, 2023

7. Send documents with unassigned fields: No need to assign fields

   66 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   We appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!

   Jomarie Papas supported this idea  ·  Mar 14, 2023

8. Payment Receipt from PandaDoc

   65 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi,
   This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

   Jomarie Papas supported this idea  ·  Mar 5, 2023

9. Change the default reply-to email address

   25 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Jomarie Papas supported this idea  ·  Mar 5, 2023

10. Bulk Manage reminders for sent docs

    49 votes

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    8 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.

    Jomarie Papas supported this idea  ·  Mar 5, 2023

11. Reminders set in hours

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Jomarie Papas supported this idea  ·  Mar 1, 2023

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

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    139 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Other  ·  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  ·  Feb 13, 2023

13. 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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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Jomarie Papas supported this idea  ·  Feb 13, 2023

14. 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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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Jomarie Papas supported this idea  ·  Feb 7, 2023
    Jomarie Papas shared this idea  ·  Jun 1, 2022

15. Place a page break inside a text block

    25 votes

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

    
    

    Jomarie Papas supported this idea  ·  Feb 6, 2023

16. Edit the Completed document with saving the signature

    208 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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. 

    Jomarie Papas supported this idea  ·  Jan 27, 2023

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

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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

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

    30 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Jomarie Papas supported this idea  ·  Jan 2, 2023

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

    99 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

20. Custom page sizes

    95 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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