Settings and activity

212 results found

1. Ability to take a picture of signer + ID at point of signature vs uploading picture of ID

   3 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   Thomas Hayes commented  ·  Feb 16, 2022  ·  Edit…  ·  Delete…

   Ability to upload an image (picture of signer) for validation.

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   Thomas Hayes supported this idea  ·  Feb 16, 2022

2. manual signing

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Thomas Hayes shared this idea  ·  Feb 16, 2022

3. Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.

   18 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Thomas Hayes supported this idea  ·  Feb 15, 2022

4. Annotated images

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   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Thomas Hayes shared this idea  ·  Feb 9, 2022

5. Send more than 10 documents in a bundle

   62 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario namely:

   • Rooms

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   Thomas Hayes shared this idea  ·  Feb 4, 2022

6. Change the sender

   21 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Thomas Hayes supported this idea  ·  Feb 4, 2022

7. [Bulk Action] Update multiple catalog items (duplicate, rename, tags)

   38 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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!

   Thomas Hayes supported this idea  ·  Feb 2, 2022

8. InfusionSoft / Keap

   10 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Thomas Hayes commented  ·  Feb 1, 2022  ·  Edit…  ·  Delete…

   Integration with Keap Max

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   Thomas Hayes supported this idea  ·  Feb 1, 2022

9. Applying several filters to Documents list view at once

   2 votes

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

   
   

   Thomas Hayes supported this idea  ·  Jan 31, 2022

10. [CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables

    19 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Thomas Hayes supported this idea  ·  Jan 31, 2022

11. Receive responses to whitelabeled email

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Thomas Hayes shared this idea  ·  Jan 28, 2022

12. Recipient Draw option / Drawing field

    11 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Thomas Hayes commented  ·  Jan 28, 2022  ·  Edit…  ·  Delete…

    A new field, where recipients can draw with the mouse.

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    Thomas Hayes supported this idea  ·  Jan 28, 2022

13. PDF field recognition imporvements

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Thomas Hayes supported this idea  ·  Jan 27, 2022

14. pass line items formatting from hubspot

    24 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Thomas Hayes supported this idea  ·  Jan 26, 2022

15. Fields move automatically with text blocks: link fields to blocks

    133 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

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

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    Thomas Hayes commented  ·  Jan 26, 2022  ·  Edit…  ·  Delete…

    Make it so that fields move automatically with text

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    Thomas Hayes supported this idea  ·  Sep 29, 2021

16. Option to see the users who deleted a document / template

    15 votes

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

    
    

    Thomas Hayes shared this idea  ·  Jan 19, 2022

17. accept payment via Paypal subscription

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Thomas Hayes supported this idea  ·  Jan 18, 2022

18. Reject / Accept history Report

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    An error occurred while saving the comment
    Thomas Hayes commented  ·  Jan 17, 2022  ·  Edit…  ·  Delete…

    Ability to view the suggestions that have been rejected.

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    Thomas Hayes supported this idea  ·  Jan 17, 2022

19. Make video thumbnails smaller in a document body

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Thomas Hayes shared this idea  ·  Jan 17, 2022

20. Forms notification: Ability to configure Form notification emails / Turn off or Customize Form submitted email

    53 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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!

    Thomas Hayes supported this idea  ·  Jan 13, 2022