Settings and activity

121 results found

1. Specify how the payment is made (ACH, Card)

   6 votes

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

   
   

   Moira Lavender supported this idea  ·  Jun 21, 2022

2. delete a workspace or archive a workspace

   50 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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!

   Moira Lavender supported this idea  ·  Jun 21, 2022

3. Duplicate document from inside of it

   34 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   On Roadmap  ·  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.

   Moira Lavender supported this idea  ·  Jun 17, 2022

4. ability (button) to download a PDF of a Form

   37 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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!

   Moira Lavender supported this idea  ·  Jun 16, 2022

5. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.

   13 votes

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

   
   

   Moira Lavender supported this idea  ·  Jun 14, 2022

6. Disable expiration time / ability to set no expiration on document [Workaround in comments]

   37 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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!

   Moira Lavender supported this idea  ·  Jun 14, 2022

7. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

   105 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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.

   Moira Lavender supported this idea  ·  Jun 9, 2022
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   Moira Lavender commented  ·  Jun 9, 2022  ·  Edit…  ·  Delete…

   Add option to remove message and just display document

   Save Submitting...

8. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

   23 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Moira Lavender commented  ·  Jun 8, 2022  ·  Edit…  ·  Delete…

   Add design option to add a border around fields, like the text or signature blocks.

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9. System variables for a logged-in user: [Document.CreatedBy] variable

   2 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

   
   

   Moira Lavender shared this idea  ·  Jun 2, 2022

10. Page thumbnails for recipients: Show left-hand navigation panel at the recipient's view

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    10 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Moira Lavender supported this idea  ·  Jun 2, 2022

11. ability to invite collaborators on several documents at once

    4 votes

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

    
    

    Moira Lavender supported this idea  ·  Jun 2, 2022

12. Fields locking for other account's members / Lock field location by content locking

    14 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Moira Lavender supported this idea  ·  May 31, 2022
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    Moira Lavender commented  ·  May 31, 2022  ·  Edit…  ·  Delete…

    Pin a check-box to a text block

    Save Submitting...

13. CPQ calculations: Excel Formulas.

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    671 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote rules
    • Formulas
    • Rules

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Moira Lavender supported this idea  ·  May 31, 2022

14. Export Contacts List

    84 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

    Moira Lavender supported this idea  ·  May 25, 2022

15. Signature Certificate: Hide or Remove Information from signature certificate

    88 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

    Moira Lavender supported this idea  ·  May 23, 2022

16. Find and Replace All feature within a document / template

    202 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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.

    Moira Lavender supported this idea  ·  May 19, 2022

17. Report for documents that changed to a certain status during a date range

    2 votes

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

    
    

    Moira Lavender shared this idea  ·  May 18, 2022

18. no extra page when adding item from content library

    18 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Moira Lavender supported this idea  ·  May 18, 2022

19. Alternative Email Addresses for Contacts: Option to add several (2 or more) email addresses for 1 contact

    24 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Moira Lavender commented  ·  May 17, 2022  ·  Edit…  ·  Delete…

    we are sending our onboarding documents to new employees and want to add both their personal email and work email under their contact info.

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20. A one-click sign all button

    8 votes

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

    
    

    Moira Lavender supported this idea  ·  May 16, 2022