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36 results found

  1. Allow admins to change organization's other users' emails and passwords

    8 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    change the email of the users of PandaDoc account by the admin

    https://pandadoc.zendesk.com/agent/tickets/405934

  2. Export User List in CSV: download users of the PandaDoc account in one file

    24 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    The ability to download all the users of one PandaDoc account in some file

    https://pandadoc.zendesk.com/agent/tickets/404148

  3. Headers/footers for uploaded pages

    18 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  4. allow one email to hold two separate places in a signing order.

    14 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    to sign the document for the second time once it is signed by the recipient.

    The client has a signing order. They want to sign the document, then send it to the other recipients and after that sign it again. For now, the document cannot be sent to the second signer unless the first signer signs it if the signing order to turned on.

    https://pandadoc.zendesk.com/agent/tickets/400351

  5. Move documents across workspaces and keep the statuses

    84 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    sharing document and template folders across workspaces

    https://pandadoc.zendesk.com/agent/tickets/397460

  6. Automatically generating PDF invoices from quotes created in PandaDoc

    4 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    PandaDoc payment system

    https://pandadoc.zendesk.com/agent/tickets/392863

  7. send emails from the Company name

    9 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    to send all other system notifications (e.g. Comment posted, Someone sent you a document, etc.) via White labeling feature from with the organization name not with the sender's name

    https://pandadoc.zendesk.com/agent/tickets/390995

  8. 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  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Add a private folder within one workspace

    https://pandadoc.zendesk.com/agent/tickets/390343

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    to create a custom role (role) that gives the user access to a certain document folder and template.

    https://pandadoc.zendesk.com/agent/tickets/377061

  9. Remove old documents automatically: to have the trash bin automatically delete all after a set time

    16 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    to have the trash bin automatically delete all after a set time

    https://pandadoc.zendesk.com/agent/tickets/389318

  10. Set Variable formatting passed from CRM (commas in variables)

    89 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    When date is filled in through a CRM, keep the same format it has in CRM not as PandaDoc has

    https://pandadoc.zendesk.com/agent/tickets/376145

  11. Change the color of the recipient role fillable fields in a document (template)

    171 votes

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    Idea  ·  22 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    change the color of the fillable fields

    sometimes it chooses a good color that stands out (example a red or green checkbox) and other times it chooses light brown or a color that doesn't look good or get attention.

    https://pandadoc.zendesk.com/agent/tickets/375750

  12. Native Xero integration for EV2

    109 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Set up Xero integration without Zapier.

    https://pandadoc.zendesk.com/agent/tickets/372554

  13. "Pay here" custom button

    2 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Move Pay Now button when the Stipe is added

    https://pandadoc.zendesk.com/agent/tickets/364870

  14. Copy / duplicate columns in pricing table

    4 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Copy columns in pricing table
    https://pandadoc.zendesk.com/agent/tickets/363311

  15. Inform users about changes and updates in product before making them

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    To send warnings for future changes in API feature and advise for further modification.

    https://pandadoc.zendesk.com/agent/tickets/363845

    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  16. Rotate fields

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    The field does not rotate if the document is created from pdf

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