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Settings and activity

237 results found

  1. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

    35 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Thomas Hayes supported this idea  · 

  2. Dashboard Approval

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Thomas Hayes supported this idea  · 

  3. References in the Pricing Table

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Thomas Hayes supported this idea  · 

  4. Ability to right-left align the position of the text within the field

    27 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Thomas Hayes supported this idea  · 

  5. optional items for a dropdown field

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Thomas Hayes commented  · 

    Option where more than one item can be selected from dropdown.

    Thomas Hayes supported this idea  · 

  6. forms can be renamed by recipient

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Thomas Hayes shared this idea  · 

  7. Create template via API

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  8. Change Document Status option in the Document view Itself

    63 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Thomas Hayes commented  · 

    A menu where you can change the status in the document, instead of going to the document view.

    Thomas Hayes supported this idea  · 

  9. Document link sharing via Zapier

    38 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  10. HubSpot Access on Document upon Completion

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  11. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    31 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  12. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    63 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Thomas Hayes commented  · 

    When all fields are optional they are a hard to see grey. It would be nice if they were colored, even when all were set to optional

    Thomas Hayes supported this idea  · 

  13. Tokens/Variables in saved messages / email body or subject

    128 votes

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    On roadmap  ·  25 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  14. Auto name Documents with tokens / Use variables in Document and Forms titles

    262 votes

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    On roadmap  ·  46 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Thomas Hayes commented  · 

    Put variables in a template name that automatically populate based on conditions like name of assigned role or document created date.

    Thomas Hayes supported this idea  · 

  15. Option to define the template which document was created from

    36 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Thomas Hayes supported this idea  · 

  16. Set default page size and margin to be applied with the theme

    20 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes supported this idea  · 

  17. Lever

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  18. Block ' assign' fields

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Thomas Hayes supported this idea  · 

  19. Reset workflow when duplicating a template

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Thomas Hayes shared this idea  · 

  20. Created documents get put in folder you are in

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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