Settings and activity

236 results found

1. Conditional Logic set up in Pricing tables

   145 votes

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   Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 29, 2021

2. Redirect to a website after the payment

   10 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 29, 2021

3. form redirect

   16 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 29, 2021

4. disabling all reminders

   5 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 28, 2021

5. Forms content library

   11 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 21, 2021

6. Export details - Audit Trail

   60 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 21, 2021

7. Send documents with unassigned fields: No need to assign fields

   40 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 20, 2021

8. Set Variable formatting passed from CRM (commas in variables)

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   84 votes

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   Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 19, 2021

9. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

   49 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 19, 2021

10. Hide rows in a pricing table

    14 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 16, 2021

11. Table headings

    13 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 16, 2021

12. Image Editing Capabilities (crop, rotate, flip etc)

    66 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 16, 2021

13. Send the document automatically after approval

    32 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 15, 2021

14. Approvals are set up on a document level

    68 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 15, 2021

15. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    146 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 12, 2021

16. pointing optional fields

    26 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 7, 2021

17. Full Document History after clearing fields

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 7, 2021

18. sync Document.Value with the Amount field in Salesforce

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jul 1, 2021

19. transfer ownership of multiple documents/folder

    18 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jun 30, 2021

20. Merge vertical cells in Pricing table

    29 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Customer Support Associate, PandaDoc) supported this idea  ·  Jun 29, 2021