Settings and activity

233 results found

1. Send the document automatically after approval

   82 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminValeryia Baranava (Admin, 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  ·  Aug 15, 2024

2. Conditional logic for Qoute Builder

   16 votes

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

   
   

   Jomarie Papas supported this idea  ·  Aug 4, 2024

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

   98 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

4. CFR-11

   117 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   
   

   Jomarie Papas supported this idea  ·  Jul 24, 2024

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

   127 votes

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

   Jomarie Papas supported this idea  ·  Jul 24, 2024

6. 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 » CPQ - 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

7. 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 » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Jomarie Papas supported this idea  ·  Jul 22, 2024

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

   7 votes

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

   
   

   Jomarie Papas supported this idea  ·  Jul 17, 2024

9. 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

10. Customize who receives email notifications

    74 votes

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    9 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

11. 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

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

    13 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

13. 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...

14. 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

15. 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

16. ChargeBee

    10 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

17. Recurring payment in Quickbooks

    73 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Payments  ·  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

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

    7 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

19. 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

20. Ability to track multiple payments on one contract.

    3 votes

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