Settings and activity

167 results found

1. Fields signing order on a document/form

   18 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Thomas Hayes commented  ·  May 10, 2022  ·  Edit…  ·  Delete…

   The order when tabbing between fields to fill in can be customized.

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   Thomas Hayes supported this idea  ·  May 10, 2022

2. Edit / customize text in all email notifications including Completion or Signed Email Message

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   256 votes

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   39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   Thomas Hayes supported this idea  ·  Apr 4, 2022

3. Permissions for specific documents: Private documents (Password protect documents internally)

   201 votes

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   21 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  Valeryia Baranava responded

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

   Thomas Hayes supported this idea  ·  Mar 11, 2022

4. Generate signature certificate even if the document is not completed by all recipients

   39 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

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   Thomas Hayes commented  ·  Mar 10, 2022  ·  Edit…  ·  Delete…

   Ability to generate a signature certificate for partially signed documents - for example, if a document is sent to four recipients, and two sign, a certificate can be generated for the two signers.

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   Thomas Hayes supported this idea  ·  Mar 10, 2022

5. Select a template automatically salesforce

   21 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Thomas Hayes supported this idea  ·  Feb 17, 2022

6. change expiration on form template

   8 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Thomas Hayes supported this idea  ·  Feb 17, 2022

7. Ability to add payment processing fees

   59 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Solution Exists  ·  Valeryia Baranava responded

   Hi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:

   - Add and set up quote builder: Discounts, taxes, and fees

   - Pricing table. One-time and recurring fees

   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.

   An error occurred while saving the comment
   Thomas Hayes commented  ·  Feb 16, 2022  ·  Edit…  ·  Delete…

   A way to automatically add the payment processing fee to the payment the client is expected to pay. (fee from Paypal, etc)

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   Thomas Hayes supported this idea  ·  Feb 16, 2022

8. 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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   Valeryia Baranava responded
   Thomas Hayes shared this idea  ·  Feb 9, 2022

9. Send more than 10 documents in a bundle

   65 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not Planned  ·  Valeryia Baranava 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

10. Change the sender

    24 votes

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

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

    40 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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

12. InfusionSoft / Keap

    10 votes

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    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

13. 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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    Valeryia Baranava responded
    Thomas Hayes supported this idea  ·  Jan 31, 2022

14. [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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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Thomas Hayes supported this idea  ·  Jan 31, 2022

15. Receive responses to whitelabeled email

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Thomas Hayes shared this idea  ·  Jan 28, 2022

16. Recipient Draw option / Drawing field

    14 votes

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    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

17. PDF field recognition improvements

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Thomas Hayes supported this idea  ·  Jan 27, 2022

18. pass line items formatting from hubspot

    26 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Thomas Hayes supported this idea  ·  Jan 26, 2022

19. accept payment via Paypal subscription

    5 votes

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

20. Reject / Accept history Report

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
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    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