Settings and activity

230 results found

1. Transfer ownership for Forms

   67 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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  ·  Sep 23, 2024

2. Recover deleted Form [Workaround in comments]

   10 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

   Jomarie Papas supported this idea  ·  Sep 23, 2024

3. Restrict variable editing

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   15 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Jomarie Papas supported this idea  ·  Sep 23, 2024

4. Merge vertical cells in Pricing table

   59 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

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

   Jomarie Papas supported this idea  ·  Sep 16, 2024

5. Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient

   30 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Jomarie Papas supported this idea  ·  Sep 12, 2024

6. PandaDoc extension for Edge

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Jomarie Papas shared this idea  ·  Sep 10, 2024

7. Copy and paste fields

   8 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Jomarie Papas supported this idea  ·  Sep 4, 2024

8. Ability to remove a signer after document has been sent

   7 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Jomarie Papas supported this idea  ·  Sep 3, 2024

9. Text blocks values move along and expands with the Fields value if added. Dynamic fields.

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   37 votes

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   Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Jomarie Papas supported this idea  ·  Aug 28, 2024

10. Fillable field - automatically expanding while recipients type on it

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Aug 28, 2024

11. Once a document is completed, can I have it update an opportunity with the file in Copper?

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Jomarie Papas shared this idea  ·  Aug 27, 2024

12. Edit templates and CLI across workspaces

    24 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  ·  Aug 27, 2024

13. auto-place fields using the mobile app

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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    Jomarie Papas shared this idea  ·  Aug 27, 2024

14. Option to give access to docs of specific users only

    9 votes

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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  ·  Aug 20, 2024

15. Option to rotate pages of a document

    107 votes

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    8 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 20, 2024

16. Ability to restrict/lock field editing and placement on templates/ documents

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Aug 19, 2024

17. Use a different email per workspace

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Aug 19, 2024

18. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Aug 19, 2024

19. Better align inserted fields with written text

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Jomarie Papas supported this idea  ·  Aug 19, 2024

20. Zoho PandaDoc Documents Section

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Aug 18, 2024