Settings and activity

11 results found

1. Edit variables names

   26 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Gene Castillo commented  ·  Mar 4, 2022  ·  Edit…  ·  Delete…

   Able to replace variables automatically

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2. Update Contacts via mobile app

   2 votes

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

   
   

   Gene Castillo shared this idea  ·  Jan 24, 2022

3. Image library: bulk upload feature for images

   64 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Gene Castillo supported this idea  ·  Jan 19, 2022

4. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

   38 votes

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   Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Gene Castillo commented  ·  Nov 29, 2021  ·  Edit…  ·  Delete…

   Ability to customize document status for CRM or other usage

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5. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

   19 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Gene Castillo commented  ·  Nov 24, 2021  ·  Edit…  ·  Delete…

   Ability to change the color, hide, and design the checkbox to an extent

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6. Bulk Send: Download all completed documents in one

   13 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Gene Castillo supported this idea  ·  Nov 15, 2021

7. Payment reminders

   102 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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8. Auto name Documents with tokens / Use variables in Document and Forms titles

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   243 votes

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   Idea  ·  42 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Gene Castillo supported this idea  ·  Jul 23, 2021

9. Update role variables

   22 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Gene Castillo commented  ·  Jul 21, 2021  ·  Edit…  ·  Delete…

   When a company changes names, auto update on documents

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10. Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page

    20 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Gene Castillo commented  ·  Jul 20, 2021  ·  Edit…  ·  Delete…

    Ability to disable the grids on a document so you can freely place objects

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11. EV2. Close.io integration

    72 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Gene Castillo supported this idea  ·  Jul 12, 2021