Settings and activity

255 results found

1. Recipient Groups in Forms

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   1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  ·  Jan 31, 2025  ·  Edit…  ·  Delete…

   And with Smart Forms

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2. Deactivate team member invitations that have been sent out by users who have been removed from the workspace

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   1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Jan 7, 2025

3. Add background image to a header

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   1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  ·  Dec 18, 2024  ·  Edit…  ·  Delete…

   To the footer as well

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4. Pass first and last name from contact in monday.com to recipient in PandaDoc document

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Nov 20, 2024

5. Ability to set indentation for headings

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Nov 18, 2024

6. Pricing table - add Price columns without manipulating subtotal/total

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Nov 13, 2024

7. Lock Smart Content fields positioning in a document

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Oct 17, 2024

8. Ability to suggest edits using Microsoft Word with bundled documents

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   0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Oct 10, 2024

9. Ability to use Pipedrive automations with Quote Builder block

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Oct 4, 2024

10. Ability to use Tax with Zoho Deals

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Sep 11, 2024

11. HTML to IMG - API

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Sep 5, 2024

12. Page layout UX improvements

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Aug 30, 2024

13. Pipedrive upload PDF of documents other than Completed in History

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Edit…  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Aug 26, 2024

14. Salesforce formula field - using a dynamic Template + Opportunity for document name

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Edit…  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Aug 21, 2024

15. Notification when Salesforce package updates are available

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Aug 19, 2024

16. BambooHR automation: Upload completed documents to specific folders in BambooHR

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Aug 12, 2024
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  ·  Aug 12, 2024  ·  Edit…  ·  Delete…

    With the automation 'Upload PDF to employee file on BambooHR when PandaDoc document status changed' - the ability to upload to a folder other than 'PandaDoc upload'

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17. Update product images via CSV file that have the same image link but the images have been altered

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  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!

    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Aug 5, 2024

18. Pass specific currency formatting to PandaDoc

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Jul 5, 2024

19. Remove deactivated users from approval workflow automatically

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  Jul 3, 2024

20. Access Help Center with EU login

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  ·  May 28, 2024