Settings and activity

141 results found

1. Ability to Edit During the Document Approval Workflow Process

   73 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  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!

   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Nov 19, 2024

2. Disable option to create a new account under specific domain

   3 votes

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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  ·  Nov 17, 2024

3. Ability to submit a support ticket in the mobile app

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   0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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   AdminBrooke Williams (Customer Support Associate, PandaDoc) shared this idea  ·  Nov 6, 2024

4. Populate signature automation

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   AdminBrooke Williams (Customer Support Associate, PandaDoc) shared this idea  ·  Oct 18, 2024

5. Recurly

   5 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Oct 15, 2024

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

   7 votes

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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

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

   161 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.

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

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

   4 votes

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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

9. Option for Email Aliases

   15 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  ·  Aug 29, 2024

10. Salesforce: Release notes for recent changes

    7 votes

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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

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

    4 votes

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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

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

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    442 votes

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

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • Currency formatting
    • Formulas
    • Rules
    • Lookup Tables

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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

13. Merge vertical cells in Pricing table

    58 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.

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

14. 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

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

    9 votes

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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

16. [Quote Builder] Transfer data functionality

    15 votes

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

17. 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

18. Bulk Send via API

    11 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

19. Renewal Reminder Customised Message

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    10 votes

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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

20. Search cross workspaces for documents

    25 votes

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    Idea  ·  3 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