Settings and activity

193 results found

1. The ability to hide the specific content of the document for a particular recipient

   10 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Angelica Lapat supported this idea  ·  Jul 21, 2022

2. Send a notification to sender when document is viewed

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Angelica Lapat shared this idea  ·  Jul 20, 2022

3. Option to test payment on a document using Stripe (sandbox)

   28 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

   Angelica Lapat supported this idea  ·  Jul 19, 2022

4. Auto number pricing table line items

   30 votes

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   Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Angelica Lapat supported this idea  ·  Jul 12, 2022

5. Ability capture the browser used by recipients in the audit trail.

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Angelica Lapat shared this idea  ·  Jul 6, 2022

6. Lever

   19 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Angelica Lapat supported this idea  ·  Jun 30, 2022

7. Workable

   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  ·  Jun 30, 2022

8. Stax

   7 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Angelica Lapat shared this idea  ·  Jun 29, 2022

9. Pricing table: separate design option for total sections (adjust design for totals individually)

   56 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not Planned  ·  Valeryia Baranava responded

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

   Angelica Lapat supported this idea  ·  Jun 14, 2022

10. Wise

    16 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Angelica Lapat supported this idea  ·  Jun 13, 2022

11. Move documents to folders based on status: ability to set a default Documents tab view and transfer documents into folders

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Angelica Lapat shared this idea  ·  Jun 7, 2022

12. Ability to pull products from Copper CRM into pricing tables

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Angelica Lapat supported this idea  ·  Jun 7, 2022

13. Map pricing table items to Quickbooks products

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  Jun 7, 2022

14. Automated workflow in Hubspot based on variables (see the description for more details)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Angelica Lapat shared this idea  ·  Jun 6, 2022

15. Ability to export list of all the folders and files within the app, export folders tree.

    1 vote

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Angelica Lapat shared this idea  ·  Jun 6, 2022

16. Ability in Quickbooks integration to reroute it to "Sales" so QB knows when a customer has paid a deposit.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Angelica Lapat shared this idea  ·  Jun 6, 2022

17. Bulk sign: Ability to sign multiple documents at once in the inbox.

    70 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Other  ·  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  ·  Jun 3, 2022

18. ability to change the Document.CreatedDate system variable in Editor

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
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    Angelica Lapat commented  ·  Jun 2, 2022  ·  Edit…  ·  Delete…

    ability to edit the month of June's abbreviation from "Jun" to "June" - it looks unprofessional as per client. - pops@torchdental.com

    Save Submitting...

19. Ability to put a checkmark in the pricing table next to the line item in a related column.

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Angelica Lapat shared this idea  ·  Jun 2, 2022

20. Ability of the attachments to be converted into PDF and added to the document. - aaron@citeright.net

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Angelica Lapat shared this idea  ·  May 31, 2022