Settings and activity

139 results found

1. create hubspot ticket (task) once once PandaDoc is submitted

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Sep 16, 2024

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

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   12 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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.

   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Sep 12, 2024

3. Shrink to Fit (8.5x11) Uploaded PDF's to avoid page break

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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

   
   

   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Sep 12, 2024

4. Email Alias

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Aug 29, 2024

5. Salesforce: Release notes for recent changes

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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

   
   

   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Aug 28, 2024

6. Ability to use the collect card details field in relation to Chargify/Maxio

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Aug 26, 2024

7. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

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   68 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Early access  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Good news: we have already started working on that feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.

   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Aug 21, 2024

8. Merge vertical cells in Pricing table

   57 votes

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   5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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!

   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Aug 13, 2024

9. Drop down menu in forms that will populate fields based on drop down selection

   11 votes

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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

   
   

   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Aug 7, 2024

10. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

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

    
    

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 29, 2024

11. [Quote Builder] Transfer data functionality

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    2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 23, 2024

12. Link different types of fields

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) shared this idea  ·  Jul 19, 2024

13. Bulk Send via API

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 17, 2024

14. Renewal Reminder Customised Message

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Jun 10, 2024

15. Search cross workspaces for documents

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Jun 4, 2024

16. Custom message when sending via SMS

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) shared this idea  ·  May 30, 2024

17. Export metadata of a document

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

    
    

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  May 30, 2024

18. PCI Compliance

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    0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  May 22, 2024

19. Add a search bar for the Inbox

    16 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  May 8, 2024

20. Inbox, filter by status for documents

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  May 8, 2024