Settings and activity

128 results found

1. Bulk Importing for Volume Based Pricing

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  Nov 13, 2023

2. Custom numbering lists

   22 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  Oct 20, 2023

3. Ability to create your own home page filters

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  Oct 19, 2023

4. Option to hide unfilled / unpopulated variables during printing or sending the document

   28 votes

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

   
   

   Christian Tobar supported this idea  ·  Oct 18, 2023

5. Split or staggered payment collection

   22 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  Oct 18, 2023

6. Audit Trail - add more events

   19 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  Oct 12, 2023

7. Save Quote builder products to Catalog

   8 votes

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   1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  Sep 20, 2023

8. Hide document sequence on the recipients end

   7 votes

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

   
   

   Christian Tobar supported this idea  ·  Sep 18, 2023

9. Download Reporting Images

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Christian Tobar shared this idea  ·  Sep 14, 2023

10. Access to document analytics via API

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    4 votes

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

    
    

    Christian Tobar supported this idea  ·  Sep 8, 2023

11. disable upload file option

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Christian Tobar shared this idea  ·  Sep 5, 2023

12. Automate Reporting

    7 votes

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

    
    

    Christian Tobar supported this idea  ·  Aug 29, 2023

13. Customization for Decline Reasons

    31 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  Aug 17, 2023

14. Attachment on Sent documents

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  Aug 15, 2023

15. Attachments in Content Library

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  Aug 7, 2023

16. Switch Workspaces in Salesforce

    24 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  Aug 7, 2023

17. Add fields permission modifications for custom roles

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Christian Tobar shared this idea  ·  Jul 20, 2023

18. Notification Product Catalog Import

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ - Catalog  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  Jun 12, 2023

19. Be able to filter docs by "approved" within a certain time period.

    3 votes

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

    
    

    Christian Tobar supported this idea  ·  May 25, 2023

20. Specify days and time of auto-reminders

    39 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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!

    Christian Tobar supported this idea  ·  Apr 7, 2023