Settings and activity

54 results found

1. CSS available in Editor 2.0

   54 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Halyna Dashkevych supported this idea  ·  Dec 30, 2022

2. Place a page break inside a text block

   15 votes

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

   
   

   Halyna Dashkevych supported this idea  ·  Dec 21, 2022

3. Integration with My Robin Payroll

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Halyna Dashkevych shared this idea  ·  Dec 8, 2022

4. Map multiple line items custom properties with one column in pricing table

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   Halyna Dashkevych shared this idea  ·  Dec 2, 2022

5. Move documents across workspaces and keep the statuses

   89 votes

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   Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Halyna Dashkevych supported this idea  ·  Nov 28, 2022

6. Send the document automatically after approval

   36 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Halyna Dashkevych supported this idea  ·  Nov 28, 2022

7. Use Smart content blocks with Zapier integration

   10 votes

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

   
   

   Halyna Dashkevych supported this idea  ·  Nov 18, 2022

8. Smart content for forms

   15 votes

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

   
   

   Halyna Dashkevych supported this idea  ·  Nov 11, 2022
   Halyna Dashkevych shared this idea  ·  Jan 25, 2022

9. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

   7 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Halyna Dashkevych supported this idea  ·  Nov 10, 2022

10. Apply design theme to table of contents as well. Table of contents formatting from custom design.

    3 votes

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

    
    

    Halyna Dashkevych supported this idea  ·  Nov 9, 2022

11. Multiple currencies on the dashboard

    20 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Halyna Dashkevych supported this idea  ·  Nov 9, 2022
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    Halyna Dashkevych commented  ·  Nov 3, 2022  ·  Edit…  ·  Delete…

    We want to set 1 currency as the default one to be displayed (aka the Company Currency), and that other currencies are converted into this default currency based on a predefined exchange rate. That way when a proposal is based on another currency than the default one, these currencies are also included and displayed in the various financial totals per stage in 1 currency.

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12. Integrate and upload CSV/Excel/XLSX as an editable content in PandaDoc

    36 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Halyna Dashkevych supported this idea  ·  Nov 3, 2022

13. Ability to change the date format for variables

    349 votes

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    On roadmap  ·  27 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Halyna Dashkevych supported this idea  ·  Nov 3, 2022

14. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    306 votes

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    Idea  ·  27 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Halyna Dashkevych supported this idea  ·  Nov 2, 2022

15. pull the value to variables with Zapier

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Halyna Dashkevych supported this idea  ·  Oct 28, 2022

16. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    85 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Halyna Dashkevych supported this idea  ·  Oct 27, 2022

17. View-only form: only create a sequenced form (document) if the client signs the form

    6 votes

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

    
    

    Halyna Dashkevych supported this idea  ·  Oct 26, 2022

18. Export Contacts List

    60 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Halyna Dashkevych supported this idea  ·  Oct 25, 2022

19. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

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    76 votes

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    Idea  ·  22 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Halyna Dashkevych commented  ·  Oct 24, 2022  ·  Edit…  ·  Delete…

    create a list of chapters which sits on the left hand side of a document, and allows the client to click a chapter name and go to that point in the document with no table of content in the document itself

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20. Multiple recipients to one signing order (groups in signing order).

    28 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    Halyna Dashkevych supported this idea  ·  Oct 24, 2022