Settings and activity

51 results found

1. Edit uploaded PDFs: OCR

   169 votes

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   Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Kateryna Antonenko supported this idea  ·  Jan 25, 2023

2. Export details - Audit Trail

   67 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Kateryna Antonenko supported this idea  ·  Jan 13, 2023

3. Send the document automatically after approval

   36 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Kateryna Antonenko supported this idea  ·  Jan 12, 2023

4. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

   59 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Kateryna Antonenko supported this idea  ·  Dec 21, 2022

5. [HubSpot] Import from CRM: add new products to the pricing table after document creation

   16 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Kateryna Antonenko supported this idea  ·  Dec 20, 2022

6. Bundles API

   26 votes

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

   
   

   An error occurred while saving the comment
   Kateryna Antonenko commented  ·  Dec 7, 2022  ·  Edit…  ·  Delete…

   please add an option to bundle more than 10 docs in envelope

   Save Submitting...

7. [Approvals]: Make approvers user based

   54 votes

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   Idea  ·  16 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Kateryna Antonenko supported this idea  ·  Dec 1, 2022

8. Pricing Table calculations: Excel Formulas.

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   434 votes

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   Idea  ·  37 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   Kateryna Antonenko supported this idea  ·  Dec 1, 2022

9. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

   481 votes

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   Idea  ·  52 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Kateryna Antonenko supported this idea  ·  Dec 1, 2022

10. Ability to integrate Stax payment processor.

    3 votes

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

    
    

    Kateryna Antonenko supported this idea  ·  Nov 9, 2022

11. Having separate repository and folders within Image Library

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    144 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Kateryna Antonenko supported this idea  ·  Sep 7, 2022

12. Recurring payment in Quickbooks

    45 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Kateryna Antonenko supported this idea  ·  Aug 29, 2022

13. Netsuite integration

    33 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    On roadmap  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hi there!

    
    

    Please let us know if you're interested in NetSuite<>PandaDoc.

    We want to get your opinion on how it should work. Feel free to book a short meeting with us where we will show mockups for future integration - https://calendly.com/yuriilosinets/30min

    
    

    Thanks in advance!

    Kateryna Antonenko supported this idea  ·  Aug 3, 2022

14. Percentage of total payment (deposit) / partial payment

    23 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Kateryna Antonenko supported this idea  ·  Jul 11, 2022

15. Unmasked fields in PDF: the finalized PDF version of a doc to show the masked fields unmasked

    25 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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16. Notifications for all users

    37 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Kateryna Antonenko supported this idea  ·  Jul 7, 2022

17. bundling more than 10 documents

    19 votes

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

    
    

    Kateryna Antonenko supported this idea  ·  Jun 15, 2022

18. Disable Document Sent for CC'd Recipients

    18 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Kateryna Antonenko supported this idea  ·  Jun 3, 2022

19. Specify days and time of auto-reminders

    29 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Kateryna Antonenko supported this idea  ·  May 26, 2022

20. dynamically populate images from "collect files" field

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Kateryna Antonenko shared this idea  ·  May 6, 2022