Settings and activity

56 results found

1. Edit the Completed document with saving the signature

   107 votes

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   Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Oksana Dubetska supported this idea  ·  Dec 13, 2021

2. ability to pass the document to On Hold status

   4 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Oksana Dubetska supported this idea  ·  Dec 13, 2021

3. Integration with Athena health

   1 vote

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

   
   

   Oksana Dubetska shared this idea  ·  Dec 13, 2021

4. Redirect recipient to a custom URL upon completion

   230 votes

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   Idea  ·  31 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Oksana Dubetska supported this idea  ·  Dec 10, 2021

5. Copper - pass Work phone number as a token

   2 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

   
   

   Oksana Dubetska shared this idea  ·  Dec 10, 2021

6. More Copper Variables

   5 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Oksana Dubetska supported this idea  ·  Dec 9, 2021

7. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

   75 votes

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   Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Oksana Dubetska commented  ·  Dec 8, 2021  ·  Edit…  ·  Delete…

   Ability to add a custom line as (references/description, etc.) to the contact in PandaDoc

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   Oksana Dubetska supported this idea  ·  Dec 8, 2021

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

   146 votes

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   Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Oksana Dubetska supported this idea  ·  Dec 8, 2021

9. Edit / customize text in all email notifications including Completion or Signed Email Message

   108 votes

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   Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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10. Auto name Documents with tokens / Use variables in Document and Forms titles

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    203 votes

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    Idea  ·  37 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Oksana Dubetska commented  ·  Dec 7, 2021  ·  Edit…  ·  Delete…

    It will be great if we can use merge tags in the document naming convention

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    Oksana Dubetska supported this idea  ·  Dec 7, 2021

11. Delete/remove/edit tags from the Documents/Templates/Content library tabs

    53 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Oksana Dubetska supported this idea  ·  Dec 7, 2021

12. edit sent documents via mobile app

    4 votes

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

    
    

    An error occurred while saving the comment
    Oksana Dubetska commented  ·  Dec 7, 2021  ·  Edit…  ·  Delete…

    Edit expired document in the mobile app

    Save Submitting...
    Oksana Dubetska supported this idea  ·  Dec 7, 2021

13. Document change status option on the mobile app.

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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    Oksana Dubetska supported this idea  ·  Dec 7, 2021

14. Payment reminders

    83 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Oksana Dubetska supported this idea  ·  Dec 7, 2021

15. Pass taxes from hubspot to PD document

    2 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

    
    

    Oksana Dubetska shared this idea  ·  Dec 7, 2021

16. CRM Product fields are passed over tokens/variables

    20 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Oksana Dubetska supported this idea  ·  Dec 7, 2021

17. pass tokens HubSpot to PD forms

    2 votes

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

    
    

    Oksana Dubetska supported this idea  ·  Dec 7, 2021

18. Customize email delivery

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Oksana Dubetska supported this idea  ·  Dec 2, 2021

19. Change Time Zone for Date Variable

    17 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Oksana Dubetska supported this idea  ·  Nov 30, 2021

20. Ability to change the date format for variables

    311 votes

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    On roadmap  ·  22 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Oksana Dubetska supported this idea  ·  Nov 30, 2021