Settings and activity

54 results found

1. More Robust Analytics Reporting

   16 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Kateryna Antonenko commented  ·  Nov 18, 2021  ·  Edit…  ·  Delete…

   more precise follow up on activities link to the document sent (ie: knowing exactly what has been received, confirmation of receipt, etc.).

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2. Salesforce true 2 way sync

   100 votes

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   Idea  ·  22 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Kateryna Antonenko commented  ·  Nov 18, 2021  ·  Edit…  ·  Delete…

   Having a way to use dynamically the dates from SFDC to PandaDoc would be great (ie: depending on the template, selecting how we want the date to be displayed).

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   Kateryna Antonenko supported this idea  ·  Nov 18, 2021

3. Allow other people besides The document owner to receive renewal notification emails

   8 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Kateryna Antonenko supported this idea  ·  Nov 18, 2021

4. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

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   353 votes

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   61 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   In development  ·  AdminLena Zaparozhats (Associate Product Manager, PandaDoc) responded

   Great news! We are happy to announce the upcoming Beta version of Currency Formatting. We'll keep you posted on the release updates. Meanwhile we'd like to invite you to test the Beta in the beginning of March. You can enroll to the Beta programm here: https://forms.gle/T3FwRNjLzvdHuHmg8

   Kateryna Antonenko supported this idea  ·  Nov 17, 2021

5. EV2. Close.io integration

   72 votes

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   Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Kateryna Antonenko commented  ·  Nov 10, 2021  ·  Edit…  ·  Delete…

   Please add the integration

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   Kateryna Antonenko supported this idea  ·  Nov 10, 2021

6. Ability to pull contact tokens from Hubspot deal

   27 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  ·  Nov 8, 2021

7. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals)

   92 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Kateryna Antonenko supported this idea  ·  Oct 28, 2021

8. Alerts/notifications for document senders about the upcoming expiration of a document / Notification to the sender when a document expires.

   42 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Kateryna Antonenko supported this idea  ·  Sep 17, 2021

9. Salesforce integration dashboard

   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 shared this idea  ·  Aug 29, 2021

10. Reminder customization: Customize the text in reminder message

    247 votes

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    Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Kateryna Antonenko supported this idea  ·  Aug 19, 2021

11. Keep document status & filled in fields when copying a document to another workspace [workaround in comments]

    24 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Kateryna Antonenko supported this idea  ·  Aug 19, 2021

12. [Bulk actions] Select and edit / update several templates at once

    18 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Kateryna Antonenko supported this idea  ·  Aug 17, 2021

13. Add up multiple pricing tables to create a summary table

    85 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    Kateryna Antonenko supported this idea  ·  Aug 5, 2021

14. Log in via 2FA (Two Factor Authentication) / MFA

    201 votes

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    Idea  ·  35 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Kateryna Antonenko supported this idea  ·  Jul 21, 2021