Settings and activity

13 results found

1. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

   32 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Roman Villard supported this idea  ·  Jun 10, 2021

2. Approval workflow in forms

   16 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Roman Villard supported this idea  ·  Jun 10, 2021

3. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

   88 votes

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   Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Roman Villard supported this idea  ·  Jun 10, 2021

4. Reminder customization: Customize the text in reminder message

   234 votes

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   Idea  ·  23 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Roman Villard supported this idea  ·  Jun 10, 2021

5. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

   291 votes

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   Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Roman Villard supported this idea  ·  Jun 10, 2021

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

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   327 votes

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   Idea  ·  50 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   Roman Villard supported this idea  ·  Jun 10, 2021

7. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

   585 votes

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   Idea  ·  53 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Roman Villard supported this idea  ·  Jun 10, 2021

8. Pricing Table calculations: Excel Formulas.

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   433 votes

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   Idea  ·  37 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   Roman Villard supported this idea  ·  Jun 10, 2021

9. Quickbooks ACH

   75 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Roman Villard supported this idea  ·  Jun 10, 2021

10. Quickbooks Desktop Integration

    64 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Roman Villard supported this idea  ·  Jun 10, 2021

11. Fillable fields placed inline with text text blocks and tables

    16 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Roman Villard supported this idea  ·  Jun 10, 2021

12. Edit the dimensions of insertable fields

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Roman Villard supported this idea  ·  Jun 10, 2021

13. Ability to change the date format for variables

    337 votes

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    On roadmap  ·  26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Roman Villard commented  ·  Jun 10, 2021  ·  Edit…  ·  Delete…

    Variable Date Fields such as ​[Document.CreateDate] should have the option to select what date format is most appropriate.

    Instead of "Jun 10, 2021", It would be great to read as the full month - "June 10, 2021".

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    Roman Villard supported this idea  ·  Jun 10, 2021