Settings and activity

12 results found

1. Pricing Table: Input negative quantity / value.

   26 votes

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   Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   Valerie Kinyon supported this idea  ·  Mar 13, 2023

2. Prevent a customer from submitting multiple Form entries using the same email address

   22 votes

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

   
   

   Valerie Kinyon supported this idea  ·  Feb 3, 2023

3. [Approvals]: Make approvers user based

   54 votes

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   Idea  ·  16 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Valerie Kinyon supported this idea  ·  Jan 25, 2023

4. Expiration date for published forms

   7 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

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

   8 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

6. allow one email to hold two separate places in a signing order.

   15 votes

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

   
   

   Valerie Kinyon supported this idea  ·  Dec 14, 2022

7. Conditional Content Approval

   4 votes

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

   
   

   Valerie Kinyon supported this idea  ·  Nov 22, 2022

8. Use custom variables/fields in forms

   40 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Valerie Kinyon supported this idea  ·  Nov 22, 2022

9. Content Library sorting

   32 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Valerie Kinyon supported this idea  ·  Feb 4, 2022

10. Centralized variable management

    5 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

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

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    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Valerie Kinyon shared this idea  ·  Oct 14, 2021

12. Alerts/notifications for document senders about the upcoming expiration of a document

    36 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Valerie Kinyon supported this idea  ·  Oct 7, 2021