Settings and activity

108 results found

1. Forwarding documents option for API

   8 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  Feb 3, 2023

2. placeholder for checkbox field

   14 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  Jan 23, 2023

3. Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page

   20 votes

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   Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  Jan 11, 2023

4. [Hubspot] Pass custom product properties from Hubspot to PD pricing table

   26 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  Jan 10, 2023

5. Page number visible in web version

   132 votes

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   Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  Dec 19, 2022

6. allow duplicate recipients in bulk send

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Christian Tobar shared this idea  ·  Dec 9, 2022

7. 2 way sync Zoho

   28 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Christian Tobar commented  ·  Nov 17, 2022  ·  Edit…  ·  Delete…

   pull images from Zoho CRM records

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   Christian Tobar supported this idea  ·  Nov 17, 2022

8. Disable option "send document" via app (leave only share via link)

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   7 votes

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

   
   

   Christian Tobar supported this idea  ·  Nov 14, 2022
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   Christian Tobar commented  ·  Nov 14, 2022  ·  Edit…  ·  Delete…

   Send via email option when creating a document - can I disable or hide? We want to use the link by default

   either through custom role or global settings in the workspace

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9. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

   108 votes

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   Idea  ·  18 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  Oct 25, 2022
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   Christian Tobar commented  ·  Oct 25, 2022  ·  Edit…  ·  Delete…

   show only templates with custom role.
   Create a "can view own templates" as an option

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10. Set client's default email subject (automatic subject)

    60 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  Oct 13, 2022

11. Integration with BankID

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  Sep 13, 2022

12. Document Completion Screen Customazation

    27 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  Sep 8, 2022

13. Log in via 2FA (Two Factor Authentication) / MFA

    180 votes

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    Idea  ·  32 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  Sep 8, 2022

14. Add Shared with me folder for Templates to mobile app

    1 vote

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

    
    

    Christian Tobar supported this idea  ·  Sep 2, 2022

15. Change the default reply-to email address

    14 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  Aug 30, 2022

16. Ability to create products with negative value.

    12 votes

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

    
    

    Christian Tobar supported this idea  ·  Aug 26, 2022

17. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    88 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  Aug 26, 2022

18. Payment reminders

    89 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  Aug 25, 2022

19. Save custom tokens/variables

    14 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  Aug 24, 2022

20. Option to define the template which document was created from

    30 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  Aug 19, 2022