Settings and activity

231 results found

1. Pull product data from Freshsales to pricing tables

   26 votes

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

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

   
   

   Jomarie Papas supported this idea  ·  Oct 6, 2022

3. Quickbooks Desktop

   80 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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  ·  Aug 26, 2022

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

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

   16 votes

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   1 comment  ·  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  ·  Aug 25, 2022

6. Declined Document Notifications

   9 votes

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

7. [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.

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

   240 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.

9. [Word Import] Correct issues with the improper paragraph after MS Word documents have been imported into PandaDoc.

   197 votes

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   3 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.

10. Automated tools within PandaDoc that eliminate text copying to Notepad for fixing common formatting issues.

    197 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

11. [Word Import] Headers and footers are consistently retained without alteration when importing documents from MS Word to PandaDoc.

    198 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

12. Reminder customization: Customize the text in reminder message

    375 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  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  ·  Aug 12, 2022

13. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    162 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  ·  Aug 11, 2022

14. Use custom variables/fields in forms

    68 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Early Access  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,
    Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to john.koenig@pandadoc.com.

    Jomarie Papas supported this idea  ·  Aug 10, 2022

15. Use text values in pricing column: add text to the price column in the pricing table

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Jomarie Papas supported this idea  ·  Aug 7, 2022

16. Converting a form to a document

    13 votes

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

    
    

    Jomarie Papas supported this idea  ·  Aug 4, 2022

17. Increase branding logo resolution on automated emails from PandaDoc

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Jomarie Papas shared this idea  ·  Jul 31, 2022

18. Multiple lines in variables: insert line breaks in tokens/variables

    11 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  ·  Jul 28, 2022
    An error occurred while saving the comment
    Jomarie Papas commented  ·  Jun 30, 2022  ·  Edit…  ·  Delete…

    I can't see how to format the variable to allow multi-line address formats.

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19. Granular Notification Settings for Forms initiators and workflow receipients

    10 votes

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

    
    

    Jomarie Papas supported this idea  ·  Jul 20, 2022
    An error occurred while saving the comment
    Jomarie Papas commented  ·  Jul 20, 2022  ·  Edit…  ·  Delete…

    Customize the notification sent to customers filling out a form (explaining why user might need it) to avoid confusion.

    Save Submitting...

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

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    253 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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  ·  Jul 16, 2022