Settings and activity

118 results found

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

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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  ·  May 25, 2023

2. Specify days and time of auto-reminders

   33 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  April 07, 2023

3. Customize/select/personalize email messages for multiple recipient/signers

   16 votes

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

   
   

   Christian Tobar supported this idea  ·  March 24, 2023

4. Transfer ownership for Forms

   25 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  March 22, 2023

5. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

   94 votes

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   Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  March 15, 2023

6. Disable / turn off approval notification email sent to approver

   4 votes

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

   
   

   Christian Tobar supported this idea  ·  March 08, 2023

7. Disable Template Gallery

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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  ·  February 28, 2023

8. Disable inline commenting option

   16 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Christian Tobar supported this idea  ·  February 21, 2023

9. Disable / remove location in signature certificate

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

   
   

   Christian Tobar supported this idea  ·  February 17, 2023

10. CFR-11

    87 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  February 16, 2023

11. custom role should be able send the document without needing to edit it

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Christian Tobar supported this idea  ·  February 09, 2023

12. Ability to disable the emails that are coming upon user invitation in SSO.

    3 votes

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

    
    

    Christian Tobar supported this idea  ·  February 07, 2023

13. Forwarding documents option for API

    9 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  ·  February 03, 2023

14. 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  ·  January 23, 2023

15. 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  ·  January 11, 2023

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

    30 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  ·  January 10, 2023

17. Page number visible in web version

    153 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  ·  December 19, 2022

18. 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  ·  December 09, 2022

19. 2 way sync Zoho

    32 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Christian Tobar commented  ·  November 17, 2022  ·  Edit…  ·  Delete…

    pull images from Zoho CRM records

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    Christian Tobar supported this idea  ·  November 17, 2022

20. 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  ·  November 14, 2022
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    Christian Tobar commented  ·  November 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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