Settings and activity

231 results found

1. Conditional logic for Qoute Builder

   18 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Jomarie Papas supported this idea  ·  Aug 4, 2024

2. Set client's default email subject (automatic subject)

   102 votes

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   11 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  ·  Aug 1, 2024

3. Fields move automatically with text blocks: link fields to blocks

   137 votes

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   21 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  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. Please check back for updates.

   Jomarie Papas supported this idea  ·  Jul 24, 2024

4. Pricing Table: Clients want to see a breakdown of how much they're paying per month and I want to see the total value of the contract.

   3 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Recurring products

   Jomarie Papas shared this idea  ·  Jul 22, 2024

5. Ability to show discount per month for pricing table line item (before multiplier applied)

   6 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Jomarie Papas supported this idea  ·  Jul 22, 2024

6. ACH payments via Stripe for non-US accounts/non USD

   7 votes

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

   
   

   Jomarie Papas supported this idea  ·  Jul 17, 2024

7. Template Activity Tab

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Jomarie Papas supported this idea  ·  Jul 16, 2024

8. Customize who receives email notifications

   78 votes

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   10 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  ·  Jul 16, 2024

9. A notification to be sent to Account Owner for every created Template or Document

   4 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  ·  Jul 16, 2024

10. Option to disable notification to recipients after document got completed

    16 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Jul 16, 2024

11. Disable access to the document for recipients once it's completed

    21 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Jul 16, 2024
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    Jomarie Papas commented  ·  Mar 31, 2024  ·  Edit…  ·  Delete…

    Restrict recipients in accessing signed and completed documents after specific days.

    Save Submitting...

12. Set the same document sequence number for several documents

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Jomarie Papas shared this idea  ·  Jul 10, 2024

13. Sub list in table

    8 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  ·  Jul 10, 2024

14. ChargeBee

    15 votes

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

    
    

    Jomarie Papas supported this idea  ·  Jul 10, 2024

15. Recurring payment in Quickbooks

    73 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

    Jomarie Papas supported this idea  ·  Jul 8, 2024

16. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.

    9 votes

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    0 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 4, 2024

17. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.

    13 votes

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

    
    

    Jomarie Papas supported this idea  ·  Jul 4, 2024

18. Ability to track multiple payments on one contract.

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Jul 2, 2024

19. in-person signing for forms

    22 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Jul 2, 2024

20. Exclusive Folder Sharing Capability for Specific Users

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Jomarie Papas supported this idea  ·  Jun 28, 2024