Settings and activity

11 results found

1. Pricing Table calculations: Excel Formulas.

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   Idea  ·  47 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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   Scott Peetz supported this idea  ·  April 03, 2023

2. Additional Document List Information

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   0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Scott Peetz shared this idea  ·  April 03, 2023

3. Restrict editing of blocks when Suggest Edits is turned on

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

   
   

   Scott Peetz shared this idea  ·  August 17, 2022

4. [Bulk actions] Ability multiselect for blocks and fields (for copy-paste)

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   250 votes

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   In development  ·  17 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Scott Peetz supported this idea  ·  August 17, 2022

5. Edit uploaded PDFs: OCR

   198 votes

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   Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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6. Approvers can make an edit on the document without denying the document and starting over.

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

   
   

7. Ability to Edit During the Document Approval Workflow Process

   28 votes

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

   
   

   Scott Peetz supported this idea  ·  August 17, 2022

8. Track Changes (inline commenting, tracks who made changes and past versions)

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Scott Peetz supported this idea  ·  August 17, 2022

9. Search by folder names: Ability to directly search for document folders rather than simply the title of a document

   7 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Scott Peetz commented  ·  June 07, 2022  ·  Edit…  ·  Delete…

   When searching in Documents it would be nice if the search results returned not only documents but also folders. We have a document folder for each client. Sometimes we want to open the folder to see all client documents not just one. We have about 500 client folders.

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   Scott Peetz supported this idea  ·  June 07, 2022

10. Ability to change the date format for variables

    361 votes

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    Idea  ·  27 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Scott Peetz supported this idea  ·  June 06, 2022
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    Scott Peetz commented  ·  June 06, 2022  ·  Edit…  ·  Delete…

    Having the month of June appear as Jun in a document leads everyone to assume its a typo. Frankly I'm shocked this is like this. Even your roadmap date for this request is December 02, 2021.

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11. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    550 votes

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    In development  ·  57 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Scott Peetz commented  ·  May 24, 2022  ·  Edit…  ·  Delete…

    An alternative to this would be to have variables available to signers.

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    Scott Peetz supported this idea  ·  May 24, 2022