Settings and activity

206 results found

1. Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)

   11 votes

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

   
   

   Angelica Lapat supported this idea  ·  February 14, 2022

2. Change Time Zone for Date Variable

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   36 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Angelica Lapat supported this idea  ·  February 14, 2022

3. Granular Notification Settings for Forms initiators and workflow receipients

   9 votes

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

   
   

   Angelica Lapat supported this idea  ·  February 11, 2022

4. Salesforce Mobile App Capability

   33 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Angelica Lapat supported this idea  ·  February 11, 2022

5. [Pricing table] Possibility to change subtotal/total manually.

   34 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Angelica Lapat supported this idea  ·  February 10, 2022

6. Signature settings for specific documents

   37 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, 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!

   An error occurred while saving the comment
   Angelica Lapat commented  ·  February 10, 2022  ·  Edit…  ·  Delete…

   be able to upload the image of signature with a transparent background to the image that's uploaded

   Save Submitting...
   Angelica Lapat supported this idea  ·  February 10, 2022

7. Percentage calculation

   22 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Angelica Lapat supported this idea  ·  February 10, 2022

8. Notification for signed but did not hit the Finish button

   23 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Angelica Lapat supported this idea  ·  February 08, 2022

9. Merge vertical cells in Pricing table

   52 votes

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   5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, 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!

   Angelica Lapat supported this idea  ·  January 13, 2022

10. Show "Time to Close" in HubSpot once document has been "completed"

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  December 22, 2021

11. HubSpot Access on Document upon Completion

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  December 22, 2021

12. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    84 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

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

    Angelica Lapat supported this idea  ·  December 13, 2021

13. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    121 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

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

    Angelica Lapat supported this idea  ·  October 29, 2021

14. Customize who receives email notifications

    65 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Not planned  ·  Molly Abrams 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!

    Angelica Lapat supported this idea  ·  October 29, 2021

15. Spellchecker: Spell Check in App like Grammarly

    260 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

    Angelica Lapat supported this idea  ·  October 28, 2021

16. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  October 17, 2021

17. Set Variable formatting passed from CRM (commas in variables)

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    109 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    Angelica Lapat supported this idea  ·  October 14, 2021

18. Export all documents list with statuses and other information

    16 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  September 14, 2021

19. [Master settings] Custom variables sharing across templates

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  September 14, 2021

20. Pushing SKU from Hubspot to PandaDoc

    30 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  September 10, 2021