Settings and activity

212 results found

1. Customize PDF name

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Thomas Hayes commented  ·  Jan 13, 2022  ·  Edit…  ·  Delete…

   Ability to set a custom name on a downloaded pdf. For example, have the name of the document plus the recipient name as the pdf name.

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   Thomas Hayes supported this idea  ·  Jan 13, 2022

2. Retroactively Attach PDF in Salesforce Opportunity

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Thomas Hayes supported this idea  ·  Jan 12, 2022

3. Ability to link PD documents to Freshsales deals

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Thomas Hayes supported this idea  ·  Jan 10, 2022

4. freshsales

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Thomas Hayes supported this idea  ·  Jan 10, 2022

5. Upload custom font via file upload

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   4 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  ·  Dec 20, 2021

6. report how many documents created by week

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Thomas Hayes shared this idea  ·  Dec 20, 2021

7. Adjust / reduce the spacing (move closer) between two blocks

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Thomas Hayes commented  ·  Dec 16, 2021  ·  Edit…  ·  Delete…

   Ability to adjust the space in between bullet points

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   Thomas Hayes supported this idea  ·  Dec 16, 2021

8. Email formatting

   22 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Thomas Hayes supported this idea  ·  Dec 15, 2021

9. pricing table subtotal add text

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   2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Thomas Hayes shared this idea  ·  Dec 14, 2021

10. move template from production to staging without retagging fields

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Thomas Hayes shared this idea  ·  Dec 10, 2021

11. Dark mode for UI

    21 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Thomas Hayes supported this idea  ·  Dec 9, 2021

12. Custom Fonts for each Heading

    8 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  ·  Dec 9, 2021

13. background color shape

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Thomas Hayes shared this idea  ·  Dec 9, 2021

14. Bulk download on Inbox page

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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  ·  Dec 8, 2021

15. profit margin exclude table

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Thomas Hayes shared this idea  ·  Dec 7, 2021

16. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    269 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Being evaluated  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    
    

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    Thomas Hayes commented  ·  Dec 7, 2021  ·  Edit…  ·  Delete…

    Ability to send multiple instances of a bulk send to the same email

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    Thomas Hayes supported this idea  ·  Dec 7, 2021

17. Allow a PandaDoc user to see when an expired document is opened

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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  ·  Dec 7, 2021

18. Bulk sign: Ability to sign multiple documents at once in the inbox.

    65 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Other  ·  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  ·  Dec 1, 2021

19. [Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)

    49 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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  ·  Dec 1, 2021

20. [Bulk Send] delivery report

    6 votes

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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 30, 2021