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54 results found

  1. Modify Dashboard: create filters, hide statuses

    191 votes

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    On roadmap  ·  22 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  2. Ability to add or attach a document / attachment to a completed document

    9 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Halyna Dashkevych commented  · 

    When add a file upon manually changing the document status - this fie should be attached to the document body, not audit trial

  3. Text blocks values move along and expands with the Fields value if added. Dynamic fields.

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  4. Approvals are set up on a document level

    84 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Thanks to everyone who has shared this request with us — we're excited to release this feature. Unfortunately, we've run into some unexpected difficulties with it in the development phase, and as a result, we'll be unable to roll it out until later in 2023.
    We're very sorry for this delay. We appreciate your understanding, and we assure you the wait will be worth it.

    Halyna Dashkevych supported this idea  · 

  5. Save entire page with header/footer in the content library

    50 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  6. Populate ClientTitle variable directly from Sugar CRM

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Halyna Dashkevych supported this idea  · 
    Halyna Dashkevych shared this idea  · 

  7. Pre-sign template (or a Form): Fill in signature on template level

    150 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  8. Drop down menu in forms that will populate fields based on drop down selection

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  9. the sync of Pandadoc-Pipedrive deals and enhanced monitoring of signing status.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Halyna Dashkevych shared this idea  · 

  10. [Pipedrive] map document status with Deal status

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  11. Customize footer page numbers, font size, font color and margins and padding

    39 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  12. documents created via API to be visible in Panda doc custom lightning page.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Halyna Dashkevych shared this idea  · 

  13. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    362 votes

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    61 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  14. Content Library sorting

    33 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Halyna Dashkevych supported this idea  · 
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