Settings and activity

43 results found

1. Custom numbering lists

   17 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  January 28, 2022

2. Customize doc/temp/catalog list view columns

   15 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » CPQ - Catalog  ·  Delete…  ·  Admin →
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   AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  January 28, 2022

3. PDF field recognition imporvements

   6 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

   
   

   AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  January 25, 2022

4. disable email forwarding

   4 votes

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

   
   

   AdminRaena Aniban (Admin, PandaDoc) shared this idea  ·  January 25, 2022

5. Change the placeholder of variables and automatically make a hyperlink in PandaDoc from Hubspot

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminRaena Aniban (Admin, PandaDoc) shared this idea  ·  January 25, 2022

6. Allow additional page formats & sizes

   47 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  January 12, 2022

7. Edit items in dropdown field (option to edit the text in the dropdown item)

   18 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  January 11, 2022

8. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

   210 votes

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   Idea  ·  29 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   AdminRaena Aniban (Admin, PandaDoc) commented  ·  January 08, 2022  ·  Edit…  ·  Delete…

   From a customer, ability to select a number to a separate block.

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   AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  September 29, 2021

9. image as variable

   29 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  January 08, 2022

10. Mass (bulk) download templates

    27 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  January 08, 2022

11. Sequence number visible in Pipedrive integration document list

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  January 04, 2022

12. Filter document by year

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  January 03, 2022

13. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    550 votes

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    In development  ·  57 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) commented  ·  December 28, 2021  ·  Edit…  ·  Delete…

    From a customer's request, to be able to sync the information in fields to become a variable.

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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  December 09, 2021

14. Edit a sent document and save without resending

    92 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) commented  ·  December 24, 2021  ·  Edit…  ·  Delete…

    A customer's request, to be able to edit the sent document without removing the info for "all" the fields together with the email addresses of the signers without resending it.

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15. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    38 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) commented  ·  December 23, 2021  ·  Edit…  ·  Delete…

    Request from a customer, to have an option to add a document status aside from default.

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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  December 23, 2021

16. Margins in the theme section

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

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    AdminRaena Aniban (Admin, PandaDoc) commented  ·  December 22, 2021  ·  Edit…  ·  Delete…

    A request to check the possibility to change the margins in the theme section or to change the margins for all of the blocks.

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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  December 22, 2021

17. Reminder customization: Customize the text in reminder message

    264 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  December 10, 2021

18. Failed Delivery status in PandaDoc

    11 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  December 09, 2021

19. Schedule Sending documents

    144 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  December 09, 2021

20. EV2. Close.io integration

    77 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) commented  ·  December 08, 2021  ·  Edit…  ·  Delete…

    Looking forward to see close.io to be compatible with editor 2.0 very soon please.

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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  ·  September 16, 2021