Settings and activity

213 results found

1. Selective Notification Options For Different Documents (Disable completed document notifications on specific documents)

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

   
   

   Angelica Lapat supported this idea  ·  November 21, 2022
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   Angelica Lapat commented  ·  November 21, 2022  ·  Edit…  ·  Delete…

   Ability to turn off notifications for certain documents

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   Angelica Lapat commented  ·  June 06, 2022  ·  Edit…  ·  Delete…

   Ability to opt-out from receiving email notifications from form responses that I get. - josh.laica@ricksfencing.com

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2. Document details

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   0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Angelica Lapat shared this idea  ·  November 17, 2022

3. Vertical placement of fields

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Angelica Lapat commented  ·  November 15, 2022  ·  Edit…  ·  Delete…

   set portrait orientation with landscape-oriented data fields

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   Angelica Lapat supported this idea  ·  November 15, 2022

4. CompanyCam

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   0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Angelica Lapat supported this idea  ·  November 14, 2022

5. Saved messages feature on mobile app

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

   
   

   Angelica Lapat supported this idea  ·  November 11, 2022

6. content library in mobile app

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   Angelica Lapat shared this idea  ·  November 11, 2022

7. open expired document from the dashboard

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   0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Angelica Lapat shared this idea  ·  November 10, 2022

8. add text block in the pricing table row

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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   Angelica Lapat shared this idea  ·  November 08, 2022

9. add multiple line items at once

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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   Angelica Lapat shared this idea  ·  October 27, 2022

10. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

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

    
    

    Angelica Lapat supported this idea  ·  October 27, 2022

11. Set client's default email subject (automatic subject)

    70 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  October 24, 2022

12. Ability to See Attachments on Mobile App - Ios

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  October 20, 2022

13. Apply the search in the product catalog to similar words, not just identical ones

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Angelica Lapat shared this idea  ·  October 19, 2022

14. Convert a form to a template [Workaround in comments]

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  October 19, 2022

15. Salesforce true 2 way sync

    116 votes

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    Idea  ·  23 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  October 18, 2022

16. [Reporting] Reporting based on document tags

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Angelica Lapat commented  ·  October 14, 2022  ·  Edit…  ·  Delete…

    Ability to export reports on documents with tags associated with each document.

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17. move tables added in headers

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

    
    

    Angelica Lapat shared this idea  ·  October 07, 2022

18. Restrict the ability to invite guest licenses (collaborators) to the admin role only.

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    3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Angelica Lapat commented  ·  October 06, 2022  ·  Edit…  ·  Delete…

    "Is it possible to turn off the external collaborators function for our users? We really don't want our users having the permission to send out invites for guest collaborators." - michael@procurify.com

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    Angelica Lapat supported this idea  ·  October 06, 2022

19. Ability to Zoom-in and Zoom-out on document with the help of built-in feature

    42 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  October 06, 2022

20. Notifications for all users

    41 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  October 03, 2022