Settings and activity

212 results found

1. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

   42 votes

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   9 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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  ·  Jul 23, 2021

2. Ability to autopopulate variables with the info from the specified document

   6 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Thomas Hayes commented  ·  Jul 22, 2021  ·  Edit…  ·  Delete…

   A variable which autopopulates with the completion date of another document.

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   Thomas Hayes supported this idea  ·  Jul 22, 2021

3. Option to rotate pages of a document

   95 votes

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   6 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.

   Thomas Hayes supported this idea  ·  Jul 20, 2021

4. The search bar is not user friendly

   5 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  ·  Jul 20, 2021

5. Search by Two Letters

   2 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  ·  Jul 20, 2021

6. Search by Company

   4 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  ·  Jul 20, 2021

7. [Bulk action] Change Status of Multiple Documents at Once

   43 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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  ·  Jul 20, 2021

8. Be able to auto-complete the document on senders end upon sending it so they no longer have to finalize on their end.

   3 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  ·  Jul 20, 2021

9. Close.io

   79 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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  ·  Jul 19, 2021

10. Create Powerpoints and Documents

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Thomas Hayes supported this idea  ·  Jul 15, 2021

11. Default size and font for a field

    51 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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  ·  Jul 8, 2021

12. Disable collaborator button.

    14 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Thomas Hayes shared this idea  ·  Jul 7, 2021

13. Allow reporting to be viewed by all members of team

    1 vote

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Thomas Hayes shared this idea  ·  Jul 6, 2021

14. CSS available in Editor 2.0

    60 votes

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    3 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  ·  Jul 1, 2021

15. Conditional formatting for fillable fields

    12 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Thomas Hayes supported this idea  ·  Jun 29, 2021
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    Thomas Hayes commented  ·  Jun 29, 2021  ·  Edit…  ·  Delete…

    Formatting that is only applied on special events or circumstances.

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16. Export all documents list with statuses and other information

    17 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Thomas Hayes shared this idea  ·  Jun 28, 2021

17. Chat automatically open when document is opened

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Thomas Hayes shared this idea  ·  Jun 28, 2021

18. Lock completed documents

    25 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Thomas Hayes shared this idea  ·  Jun 25, 2021

19. Redirect URL for Forms

    48 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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!

    An error occurred while saving the comment
    Thomas Hayes commented  ·  Jun 25, 2021  ·  Edit…  ·  Delete…

    Allow customization of the screen that appears when you submit a form.

    Save Submitting...
    An error occurred while saving the comment
    Thomas Hayes commented  ·  Jun 22, 2021  ·  Edit…  ·  Delete…

    After a form has been finished, automatically redirect to a specified URL.

    Save Submitting...
    Thomas Hayes supported this idea  ·  Jun 22, 2021

20. 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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    Thomas Hayes commented  ·  Jun 24, 2021  ·  Edit…  ·  Delete…

    Make so email address in non mandatory, so that people without email can sign

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    Thomas Hayes supported this idea  ·  Jun 24, 2021