Settings and activity

250 results found

1. Stripe + Plaid

   27 votes

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   Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Dec 16, 2021

2. option to bulk cc a recipient for all documents

   10 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Dec 16, 2021

3. Place content blocks/Images inside of another Content block

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   99 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Dec 15, 2021

4. Customize footer page numbers, font size, font color and margins and padding

   68 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   Hi there! Thank you for submitting your idea.  Unfortunately, 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) supported this idea  ·  Dec 14, 2021

5. Attachments in Content Library

   10 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Dec 10, 2021

6. Pull Pricing Table Tax Flat vs Percentage rate from SalesForce

   11 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Dec 6, 2021

7. [Bulk Action] Mass download templates

   43 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, 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) supported this idea  ·  Nov 24, 2021

8. Shared templates are added to the "All templates" folder

   9 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Nov 24, 2021

9. Page number visible in web version

   227 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Nov 18, 2021

10. Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.

    21 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Nov 18, 2021

11. Set Placeholder Defualts

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Nov 17, 2021

12. Add logic after a document is completed

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Nov 16, 2021

13. Create Contacts with No Email

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Nov 15, 2021

14. Quickbooks ACH

    120 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, 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) supported this idea  ·  Nov 15, 2021

15. Bulk Send: Download all completed documents in one

    14 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Nov 15, 2021

16. Software (offline) version of PandaDoc

    45 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Nov 12, 2021

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

    122 votes

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    12 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Nov 11, 2021

18. Ability to link documents created via Zapier to a CRM record

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  ·  Nov 1, 2021  ·  Edit…  ·  Delete…

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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Nov 1, 2021

19. More formatting options for numbering lists

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    43 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there, 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) supported this idea  ·  Oct 28, 2021

20. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    150 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  ·  Oct 26, 2021