Settings and activity

179 results found

1. An ability to create email signatures

   49 votes

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   Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Kaylen Nolen commented  ·  May 30, 2023  ·  Edit…  ·  Delete…

   Have the ability to set a default email signature (Ie name & contact info) that is added to all email bodies when sending a document via email.

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   Kaylen Nolen commented  ·  August 23, 2022  ·  Edit…  ·  Delete…

   Would like to see email signature templates in the template gallery or content library that can be used to implement signatures in your choice email provider.

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   Kaylen Nolen supported this idea  ·  August 23, 2022

2. More design options for editor

   16 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Kaylen Nolen supported this idea  ·  May 26, 2023

3. Save changes manually

   2 votes

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

   
   

   Kaylen Nolen supported this idea  ·  May 26, 2023

4. Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level

   7 votes

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

   
   

   Kaylen Nolen supported this idea  ·  May 12, 2023

5. Reminders set in hours

   7 votes

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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

   
   

   Kaylen Nolen supported this idea  ·  May 11, 2023

6. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

   68 votes

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   Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Kaylen Nolen supported this idea  ·  May 05, 2023

7. "Clear Product" button in pricing table

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

   
   

   Kaylen Nolen shared this idea  ·  April 25, 2023

8. volume-based pricing message

   7 votes

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

   
   

   Kaylen Nolen supported this idea  ·  April 21, 2023

9. Inline comments for Quote Builder Block

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder  ·  Delete…  ·  Admin →
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   Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

   
   

   Kaylen Nolen shared this idea  ·  April 20, 2023

10. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    91 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Kaylen Nolen supported this idea  ·  April 17, 2023

11. Restrict the ability to download uncompleted document [Workaround in comments]

    12 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Kaylen Nolen supported this idea  ·  April 14, 2023

12. Allow fields to be pre-filled and not assigned

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Kaylen Nolen supported this idea  ·  April 14, 2023

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

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Kaylen Nolen supported this idea  ·  April 10, 2023

14. Customizable options for field validation

    6 votes

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

    
    

    Kaylen Nolen supported this idea  ·  April 10, 2023

15. Option to hide the Subtotal and Total lines below the Quote Builder

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    Kaylen Nolen supported this idea  ·  April 04, 2023

16. Set up the default size for the images in the pricing table

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    Kaylen Nolen supported this idea  ·  April 04, 2023

17. Dashboard information for Recipient/Approvers should be changed to full name instead of Initials

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Kaylen Nolen commented  ·  April 03, 2023  ·  Edit…  ·  Delete…

    Would like to be able to choose to list the recipients full names rather than just their initials when viewing documents in the Home screen. Need the option to list full name instead of having to hover over each document to see them.

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    Kaylen Nolen supported this idea  ·  April 03, 2023

18. Search in the Actions Required tab of Home page

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    Kaylen Nolen shared this idea  ·  March 24, 2023

19. ability to make the pricing table columns not visible to the end users (recipients)

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Kaylen Nolen supported this idea  ·  March 24, 2023

20. Set a character limit in text boxes (fields).

    40 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Kaylen Nolen supported this idea  ·  March 23, 2023