Settings and activity

31 results found

1. Restrict entering an email for a signature field for recipients

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Morgan Roberts supported this idea  ·  Jan 12, 2023

2. Auto-Reminders For Bulk Send: The ability to change reminder settings in bulk for a large number of sent documents.

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   2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Morgan Roberts supported this idea  ·  Jan 9, 2023

3. Sort Template folders when creating a document from a template view.

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   0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Morgan Roberts supported this idea  ·  Dec 12, 2022

4. Log in via 2FA (Two Factor Authentication) / MFA

   180 votes

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   Idea  ·  32 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   Morgan Roberts supported this idea  ·  Nov 22, 2022

5. Auto name Documents with tokens / Use variables in Document and Forms titles

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   227 votes

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   Idea  ·  41 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Morgan Roberts supported this idea  ·  Nov 9, 2022

6. SMS Notifications: Send link by SMS text built into software

   60 votes

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   Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Morgan Roberts supported this idea  ·  Sep 27, 2022

7. Arabic / Hebrew localization: right-to-left writing

   55 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Delete…  ·  Admin →
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   Morgan Roberts supported this idea  ·  Sep 13, 2022

8. Automatic calculations in fields

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   69 votes

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   Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Morgan Roberts supported this idea  ·  Sep 12, 2022

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

   479 votes

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   Idea  ·  52 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Morgan Roberts supported this idea  ·  Sep 12, 2022

10. SMS Verification for API Created Docs

    13 votes

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

    
    

    Morgan Roberts supported this idea  ·  Jul 19, 2022

11. Variables contain formulas: variable calculations

    93 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Morgan Roberts supported this idea  ·  May 24, 2022

12. Use Multiple Currencies in a Pricing Table

    29 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    Morgan Roberts supported this idea  ·  Apr 5, 2022

13. Change Document Status option in the Document view Itself

    60 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Morgan Roberts supported this idea  ·  Jan 21, 2022

14. An option to use a custom fields with data merge in Hubspot

    11 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Morgan Roberts supported this idea  ·  Jan 6, 2022

15. Adding the recipient twice in the signing order.

    16 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Morgan Roberts supported this idea  ·  Dec 16, 2021

16. [Pricing Table] display Subtotal without Line Item taxes/discounts

    68 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    Morgan Roberts supported this idea  ·  Dec 9, 2021

17. Add recipient's name & surname while forwarding

    5 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Morgan Roberts commented  ·  Dec 1, 2021  ·  Edit…  ·  Delete…

    When the document is forwarded and the forwarded recipient is not a PandaDoc contact, the recipient is prompted to sign with their email address instead of their name. We'd like it to prompt and require their full Name instead of email address.

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    Morgan Roberts supported this idea  ·  Dec 1, 2021

18. choose specific time of day for document expiration

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    51 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Morgan Roberts supported this idea  ·  Nov 2, 2021

19. An ability to create email signatures

    46 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Morgan Roberts supported this idea  ·  Oct 27, 2021

20. Recipient verification on Forms (Forms email validation)

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Morgan Roberts commented  ·  Oct 26, 2021  ·  Edit…  ·  Delete…

    Authentication of who is signing the form or verifying the email address.

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    Morgan Roberts supported this idea  ·  Oct 26, 2021