Settings and activity

14 results found

1. SFDC CPQ Workflows support for Quote object

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Edit…  ·  Delete…  ·  Admin →
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   AdminRyan Coleman (Admin, PandaDoc) shared this idea  ·  Nov 5, 2024

2. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

   21 votes

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   Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  Oct 15, 2024

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

   131 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  Aug 13, 2024

4. Webhook retries - If PandaDoc detects the hook hasn’t been accepted - retry automatically.

   15 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

   AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  Apr 11, 2024

5. Recipient Analytics Reporting

   8 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   AdminRyan Coleman (Admin, PandaDoc) shared this idea  ·  Apr 8, 2024

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

   34 votes

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

   
   

   An error occurred while saving the comment
   AdminRyan Coleman (Admin, PandaDoc) commented  ·  Oct 8, 2023  ·  Edit…  ·  Delete…

   Also for cases where the language of each recipient is different

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   AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  Oct 8, 2023

7. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

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   129 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  Jul 26, 2023

8. Hide columns in pricing table via API

   6 votes

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   1 comment  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   An error occurred while saving the comment
   AdminRyan Coleman (Admin, PandaDoc) commented  ·  Jul 24, 2023  ·  Edit…  ·  Delete…

   Important for API flows where the pricing table columns are not known for line items before generating the document. Can use smart content as a workaround, but causes friction in implementation.

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   AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  Jul 24, 2023

9. Pricing table remove columns for line items

   4 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  Jul 24, 2023

10. Save info from form fields when a PDF is uploaded to PandaDoc

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  May 25, 2023

11. API & Webhooks for Advanced Quotes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  Apr 9, 2023

12. Ability to transfer fillable fields data via data transfer feature.

    5 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

    
    

    AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  Mar 2, 2023

13. Provision Workspaces via API

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    AdminRyan Coleman (Admin, PandaDoc) shared this idea  ·  Dec 6, 2022

14. Data storage in Australia

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    AdminRyan Coleman (Admin, PandaDoc) supported this idea  ·  Nov 16, 2022