Settings and activity

82 results found

1. Declined Document Notifications

   9 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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2. Customization for Decline Reasons

   48 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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3. Ability to restrict access to certain templates with password.

   14 votes

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

   
   

4. create library items via api

   8 votes

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

   
   

5. Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.

   21 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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6. Move documents across workspaces and keep the statuses

   247 votes

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   34 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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.

   AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 28, 2024

7. Block iFrame or or show a warning sign if PD WS is not connected to SalesForce

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 15, 2024

8. Merge vertical cells in a table

   52 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

9. Support for Hebrew documents via the API

   12 votes

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

   
   

10. Arabic / Hebrew localization: right-to-left writing

    117 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Localization  ·  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.

11. Re/Name Template via API

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    AdminDrew Groves (Customer Success Manager, PandaDoc) shared this idea  ·  Aug 8, 2024

12. Export details - Audit Trail

    140 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

13. Aggregate Document Analytics in Reporting Dashboard

    26 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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!

    AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  ·  Jul 30, 2024

14. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    147 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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.

    AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  ·  Jul 30, 2024

15. Create custom view/columns in home overview

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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16. OCR capabilities

    32 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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17. Collapsible Headings

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  ·  Jun 5, 2024

18. [Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)

    57 votes

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

19. option for biometric/fingerprint signature

    6 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

    
    

    AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  ·  May 23, 2024

20. Recipient view in Hebrew

    22 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Delete…  ·  Admin →
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