Settings and activity

212 results found

1. Restrict downloading a PDF of a Form for recipients

   7 votes

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

   
   

   Thomas Hayes shared this idea  ·  Nov 29, 2021

2. Ability to edit existing documents through HubSpot

   6 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Thomas Hayes supported this idea  ·  Nov 29, 2021

3. Connect to an account in Salesforce (not opportunity)

   7 votes

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

   
   

   Thomas Hayes shared this idea  ·  Nov 29, 2021

4. Spellchecker: Spell Check in App like Grammarly

   298 votes

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   35 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. Please check back for updates.

   Thomas Hayes supported this idea  ·  Nov 23, 2021

5. The option to pull the info to a regular table (not pricing) via API.

   9 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Thomas Hayes supported this idea  ·  Nov 16, 2021

6. Change the default settings in Card details field

   3 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Thomas Hayes supported this idea  ·  Nov 16, 2021

7. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

   88 votes

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   18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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.

   Thomas Hayes supported this idea  ·  Nov 15, 2021

8. Automatically put the value from one pricing table in another pricing table

   21 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Thomas Hayes supported this idea  ·  Nov 15, 2021

9. archived delivery emails

   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  ·  Nov 11, 2021

10. Pre-sign template (or a Form): Fill in signature on template level

    255 votes

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    29 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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.

    Thomas Hayes supported this idea  ·  Nov 9, 2021

11. MP4 Display Option Added to Video Block

    5 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 supported this idea  ·  Nov 8, 2021

12. Bulk sending of multiple documents via link sharing

    13 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Thomas Hayes supported this idea  ·  Nov 5, 2021

13. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    57 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  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.

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    Thomas Hayes commented  ·  Nov 4, 2021  ·  Edit…  ·  Delete…

    Option so that when a document is completed, a copy can automatically be sent to specific recipients.

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    Thomas Hayes supported this idea  ·  Nov 4, 2021

14. Push ALL HubSpot product line items to pricing table in PandaDoc

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Thomas Hayes supported this idea  ·  Nov 3, 2021

15. Download images

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Thomas Hayes supported this idea  ·  Nov 2, 2021

16. Search Results are no longer sortable

    20 votes

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

    
    

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    Thomas Hayes commented  ·  Nov 2, 2021  ·  Edit…  ·  Delete…

    Ability to download all completed documents within a selected date range.

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    Thomas Hayes supported this idea  ·  Nov 2, 2021

17. Export User List in CSV: download users of the PandaDoc account in one file

    36 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    In Development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Thomas Hayes supported this idea  ·  Nov 1, 2021

18. cache local document changes

    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  ·  Oct 29, 2021

19. Editing documents in Zendesk Sell

    2 votes

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

    
    

    Thomas Hayes supported this idea  ·  Oct 28, 2021

20. [Zendesk sell] sync pandadoc and zendesk sell contacts

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Thomas Hayes supported this idea  ·  Oct 28, 2021