Settings and activity

198 results found

1. variables for ordinary tables (dynamic tables)

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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 supported this idea  ·  May 3, 2023

2. Automatically replace the content of a document with the file attached via manual "Change status" window

   7 votes

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

   
   

   An error occurred while saving the comment
   Angelica Lapat commented  ·  May 3, 2023  ·  Edit…  ·  Delete…

   or an option to add the uploaded file to the document

   Save Submitting...
   Angelica Lapat supported this idea  ·  May 3, 2023

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

   31 votes

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

   
   

   Angelica Lapat supported this idea  ·  Apr 26, 2023

4. Webhook Payload should include reason for Declined Document

   7 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  ·  Apr 26, 2023

5. [Quote Builder]: profit and margin

   48 votes

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   10 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) 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

   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.

   Angelica Lapat supported this idea  ·  Apr 23, 2023

6. Make variables required (forbid sending the document if "required" variables are not filled in

   20 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Angelica Lapat supported this idea  ·  Apr 6, 2023

7. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

   48 votes

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   17 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

   Angelica Lapat supported this idea  ·  Apr 4, 2023

8. Zoho Flow

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Angelica Lapat shared this idea  ·  Mar 30, 2023

9. export document data

   11 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   An error occurred while saving the comment
   Angelica Lapat commented  ·  Mar 28, 2023  ·  Edit…  ·  Delete…

   From ailin.dalmau@jampp.com - for Completed documents
   It will be great to get the following info in a .csv file:
   Document Name
   Status
   Document start date
   Document end date
   Document Amount
   Document Currency
   Customer ID
   Recipients
   Creation Date

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   An error occurred while saving the comment
   Angelica Lapat commented  ·  Nov 17, 2022  ·  Edit…  ·  Delete…

   ability to export the recipient details like knowing the number of documents each recipient has

   Save Submitting...
   Angelica Lapat shared this idea  ·  Nov 15, 2022

10. Export details - Audit Trail

    138 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

    Angelica Lapat supported this idea  ·  Mar 27, 2023

11. Drawing lines and shapes

    84 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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  ·  Mar 25, 2023

12. attach bundle documents as a single file upon completion

    11 votes

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

    
    

    Angelica Lapat supported this idea  ·  Mar 22, 2023

13. Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient

    28 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  Mar 22, 2023

14. Auto-Reminders For Bulk Send

    28 votes

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

    
    

    An error occurred while saving the comment
    Angelica Lapat commented  ·  Mar 21, 2023  ·  Edit…  ·  Delete…

    The ability to remove/modify auto-reminders settings for documents in bulk

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15. Add numerical value to a drop down or with a radio button to generate a score.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Angelica Lapat shared this idea  ·  Mar 17, 2023

16. Disable choosing cookies by the recipient

    10 votes

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

    
    

    Angelica Lapat supported this idea  ·  Mar 17, 2023

17. Slack Channels - Receive Pandadoc Notifications.

    31 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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  ·  Mar 15, 2023

18. Quote builder: notification when product was added by the signer

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Angelica Lapat shared this idea  ·  Mar 13, 2023

19. Add AND conditional approval statements

    34 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Early Access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Good news! We have been working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. 

    
    

    Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.

    Angelica Lapat supported this idea  ·  Mar 6, 2023

20. Expiration for Template Validity

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  Feb 22, 2023