Settings and activity

34 results found

1. Option to access previous document versions directly in the PandaDoc interface

   10 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Ksenia Duka supported this idea  ·  Aug 2, 2023

2. 21 CFR Part 11 Compliance

   131 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   21 CFR Part 11 Compliance

   Ksenia Duka supported this idea  ·  Jun 2, 2023

3. Approval Workflow through API

   15 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   Ksenia Duka supported this idea  ·  Jun 2, 2023

4. Option to customize or change the font or font size on fields

   9 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hello there,

   Thank you for your feature request submitted to PandaDoc! We do appreciate it!

   Please kindly be advised that the feature allowing to change the font size for fields is already available within the system. Please see the video on how to do it: https://share.getcloudapp.com/qGur20r1

   Many thanks for your time! Have a wonderful day!

   
   

   Ksenia Duka supported this idea  ·  Apr 24, 2023

5. Conditional approval workflow based on variables

   43 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   Ksenia Duka supported this idea  ·  Apr 11, 2023

6. have more than 1 signer to use Qualified electronic signature (QES)

   33 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Qualified e-signature in PandaDoc: Overview and requirements (new experience)

   Qualified e-signature in PandaDoc (classic experience)

   Ksenia Duka supported this idea  ·  Feb 24, 2023

7. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

   666 votes

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   72 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!

   Signature timestamp.

   Ksenia Duka supported this idea  ·  Oct 26, 2022

8. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

   357 votes

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   26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   Ksenia Duka supported this idea  ·  Aug 19, 2022

9. Lock completed documents

   29 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Ksenia Duka supported this idea  ·  Aug 19, 2022

10. Documents via link sharing should only be accessible to the intended recipient

    25 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Protect documents with identity verification

    Ksenia Duka supported this idea  ·  Jul 4, 2022

11. Table of contents: PDF page breaks recognition

    42 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    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!

    Ksenia Duka supported this idea  ·  Jun 16, 2022

12. Ability for Approvers to Edit During the Document Approval Workflow Process

    81 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    An error occurred while saving the comment
    Ksenia Duka commented  ·  May 19, 2022  ·  Delete…

    An approver can make edits so that document does not have to go through the approval again

    Save Submitting...
    Ksenia Duka supported this idea  ·  May 19, 2022

13. Disable the option to edit a completed document

    32 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    Valeryia Baranava responded
    Ksenia Duka supported this idea  ·  May 13, 2022

14. CPQ calculations: Excel Formulas.

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    677 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Solution Exists  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote rules
    • Formulas
    • Rules

    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.

    Ksenia Duka supported this idea  ·  May 13, 2022

15. Variables contain formulas: Excel formulas

    96 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    Ksenia Duka supported this idea  ·  May 12, 2022

16. PandaDoc Dashboard in CRM

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
    Valeryia Baranava responded
    Ksenia Duka shared this idea  ·  Apr 27, 2022

17. Move documents across workspaces and keep the statuses

    261 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    Ksenia Duka supported this idea  ·  Apr 27, 2022

18. Disable link sharing in documents

    13 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to disable Link sharing has been released. Please see this link for more information:
    https://support.pandadoc.com/hc/en-us/articles/360034510893--Editor-2-0-Share-document-link-with-your-recipients

    Have a wonderful day!

    Ksenia Duka supported this idea  ·  Mar 28, 2022

19. Auto-reminders: customize the text in reminder message

    344 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    Ksenia Duka supported this idea  ·  Mar 9, 2022

20. Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.

    203 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.

    Ksenia Duka supported this idea  ·  Feb 2, 2022