Settings and activity

15 results found

1. Saved Message Folder

   4 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

   
   

   Valerie Kinyon supported this idea  ·  May 25, 2023

2. Sync products from HubSpot Products and Quotes with PandaDoc catalog

   33 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Valerie Kinyon supported this idea  ·  May 4, 2023

3. CFR-11

   117 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   Being evaluated  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   
   

   Valerie Kinyon supported this idea  ·  May 2, 2023

4. Pricing Table (Quote Builder): Input negative quantity / value.

   45 votes

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   10 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Early access  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, just reply to this email.

   Valerie Kinyon supported this idea  ·  Mar 13, 2023

5. End users can not re-start a form if there’s an existing open document for that form.

   40 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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!

   Valerie Kinyon supported this idea  ·  Feb 3, 2023

6. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

   67 votes

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   18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

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

   Valerie Kinyon supported this idea  ·  Jan 25, 2023

7. Expiration date for published forms

   13 votes

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

   
   

   Valerie Kinyon supported this idea  ·  Jan 3, 2023

8. Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)

   16 votes

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

   
   

   Valerie Kinyon supported this idea  ·  Dec 19, 2022

9. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

   58 votes

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   17 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

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

   Valerie Kinyon supported this idea  ·  Dec 14, 2022

10. Conditional Content Approval

    17 votes

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

    
    

    Valerie Kinyon supported this idea  ·  Nov 22, 2022

11. Use custom variables/fields in forms

    62 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Early access  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,
    Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to john.koenig@pandadoc.com.

    Valerie Kinyon supported this idea  ·  Nov 22, 2022

12. Content Library sorting

    39 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (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!

    Valerie Kinyon supported this idea  ·  Feb 4, 2022

13. Centralized variable management

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Valerie Kinyon supported this idea  ·  Oct 15, 2021

14. Sum total before discounts while still showing discounts per line item

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    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Valerie Kinyon shared this idea  ·  Oct 14, 2021

15. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    78 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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.

    Valerie Kinyon supported this idea  ·  Oct 7, 2021