Settings and activity

160 results found

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

   21 votes

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

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

   54 votes

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   20 comments  ·  Ideas to Improve PandaDoc » 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

3. Zoho Flow

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Lindsey Schocke responded
   Angelica Lapat shared this idea  ·  Mar 30, 2023

4. export document data

   13 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   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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   Angelica Lapat commented  ·  Nov 17, 2022  ·  Edit…  ·  Delete…

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

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   Angelica Lapat shared this idea  ·  Nov 15, 2022

5. Freehand Annotation & Drawing Tools on Documents

   91 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

6. attach bundle documents as a single file upon completion

   14 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Angelica Lapat supported this idea  ·  Mar 22, 2023

7. 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

   32 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

8. 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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   Valeryia Baranava responded
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   Angelica Lapat commented  ·  Mar 21, 2023  ·  Edit…  ·  Delete…

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

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9. 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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   Valeryia Baranava responded
   Angelica Lapat supported this idea  ·  Mar 17, 2023

10. Slack Channels - Receive Pandadoc Notifications.

    34 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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

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

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded
    Angelica Lapat shared this idea  ·  Mar 13, 2023

12. Expiration for Template Validity

    4 votes

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

13. Vertical alignment for cells in a table

    47 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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  ·  Feb 21, 2023

14. Estimate Price range

    11 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Angelica Lapat commented  ·  Feb 13, 2023  ·  Edit…  ·  Delete…

    Ability to add a price range and calculate the total based on the price range

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    Angelica Lapat supported this idea  ·  Feb 13, 2023

15. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    67 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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  ·  Feb 13, 2023

16. Mass update / Edit template Roles and emails assigned to roles in bulk

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Angelica Lapat supported this idea  ·  Feb 13, 2023

17. Automatically download the attachments when opening the files added to collect files field

    69 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

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

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    Angelica Lapat commented  ·  Feb 8, 2023  ·  Edit…  ·  Delete…

    save the files in Google Drive - info@agencefox.com

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    Angelica Lapat supported this idea  ·  Feb 8, 2023

18. The ability to edit fields as you are using the 'Tab' button on the keyboard to navigate.

    12 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Angelica Lapat supported this idea  ·  Feb 8, 2023

19. separate sandbox vs production webhooks

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
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    Angelica Lapat commented  ·  Feb 3, 2023  ·  Edit…  ·  Delete…

    separate sandbox vs production documents from the documents list - at least have a filter for these document types

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    Angelica Lapat supported this idea  ·  Feb 3, 2023

20. [Search] more Template filters

    12 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  Feb 2, 2023
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    Angelica Lapat commented  ·  Feb 2, 2023  ·  Edit…  ·  Delete…

    add a "last modified" and "folder" column

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