Settings and activity

141 results found

1. Duplicate document from dashboard

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Edit…  ·  Delete…  ·  Admin →
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   Kaylen Nolen shared this idea  ·  Feb 2, 2023

2. Archive documents

   19 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Kaylen Nolen supported this idea  ·  Feb 2, 2023

3. Disable access to the document for recipients once it's completed

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Kaylen Nolen supported this idea  ·  Jan 31, 2023

4. Ability to sort by signer statuses on document list

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Edit…  ·  Delete…  ·  Admin →
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   Kaylen Nolen shared this idea  ·  Jan 30, 2023

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

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   Idea  ·  22 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Kaylen Nolen supported this idea  ·  Jan 26, 2023

6. bundling more than 10 documents

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

   
   

   An error occurred while saving the comment
   Kaylen Nolen commented  ·  Jan 23, 2023  ·  Edit…  ·  Delete…

   Would like the ability to bundle more than 25 items in the product catalog.

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   Kaylen Nolen supported this idea  ·  Apr 4, 2022

7. Be able to bundle catalog items with other bundles

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   Kaylen Nolen shared this idea  ·  Jan 23, 2023

8. Adding more options to branding settings

   12 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Kaylen Nolen supported this idea  ·  Jan 19, 2023

9. Log in via 2FA (Two Factor Authentication) / MFA

   180 votes

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   Idea  ·  32 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   Kaylen Nolen supported this idea  ·  Jan 19, 2023

10. Have Monday.com sub-item columns on the parent item variable list

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    0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Kaylen Nolen shared this idea  ·  Jan 19, 2023

11. Save and Doesn't save buttons for templates and documents

    16 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Kaylen Nolen supported this idea  ·  Jan 18, 2023
    An error occurred while saving the comment
    Kaylen Nolen commented  ·  Jan 18, 2023  ·  Edit…  ·  Delete…

    The ability to manually save your work rather than trusting the auto-save functionality would greatly improve user's experience while spending a large amount of time working on their content.

    Save Submitting...

12. 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  ·  Delete…  ·  Admin →
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    Kaylen Nolen supported this idea  ·  Jan 17, 2023

13. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals)

    91 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    Kaylen Nolen supported this idea  ·  Jan 13, 2023

14. Disable Document Sent for CC'd Recipients

    18 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Kaylen Nolen supported this idea  ·  Jan 13, 2023

15. UK English language interface

    10 votes

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

    
    

    Kaylen Nolen supported this idea  ·  Jan 13, 2023

16. Time to view (Reporting)- include the specific pages as it does on single document level

    3 votes

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

    
    

    Kaylen Nolen supported this idea  ·  Jan 11, 2023

17. Ability to integrate PandaDoc with monday.com desktop app

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

    
    

    Kaylen Nolen supported this idea  ·  Jan 10, 2023

18. Save custom tokens/variables

    14 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  ·  Jan 5, 2023

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

    11 votes

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

    
    

    Kaylen Nolen supported this idea  ·  Jan 5, 2023

20. Option to have a recipient to sign the document and forward it to another signer with saved field values

    18 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Kaylen Nolen supported this idea  ·  Jan 4, 2023