Settings and activity

187 results found

1. Copy templates to a the new workspace

   19 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Kaylen Nolen supported this idea  ·  Aug 28, 2023

2. Allow recipient to download as .docx

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Kaylen Nolen shared this idea  ·  Aug 22, 2023

3. Approval workflow in forms

   34 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

   Kaylen Nolen supported this idea  ·  Aug 17, 2023

4. Save ACH payment details for future payments

   31 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

   Kaylen Nolen supported this idea  ·  Aug 15, 2023

5. [Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato

   26 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Kaylen Nolen supported this idea  ·  Aug 14, 2023

6. SEPA Direct Debit

   22 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Kaylen Nolen supported this idea  ·  Aug 10, 2023

7. Share a document link without adding a recipient's email

   14 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Kaylen Nolen supported this idea  ·  Aug 7, 2023

8. Alerts/Notification when a reminder / signing order email has been sent to the recipient

   12 votes

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

   
   

   Kaylen Nolen supported this idea  ·  Jul 27, 2023

9. Edit / customize text in all email notifications including Completion or Signed Email Message

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   252 votes

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   39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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.

   Kaylen Nolen supported this idea  ·  Jul 26, 2023

10. Stripe API to Existing Products and Customers

    8 votes

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

    
    

    Kaylen Nolen supported this idea  ·  Jul 21, 2023

11. Ability to choose the language according to the recipient.

    8 votes

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

    
    

    Kaylen Nolen supported this idea  ·  Jul 19, 2023

12. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    99 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.

    Kaylen Nolen supported this idea  ·  Jul 17, 2023

13. [Comments] Include comments in the downloaded doc

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    27 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Kaylen Nolen supported this idea  ·  Jul 13, 2023

14. Export all documents list with statuses and other information

    18 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  ·  Jul 13, 2023

15. Products in different languages and currencies with the same SKU in Catalog

    27 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Kaylen Nolen commented  ·  Jul 11, 2023  ·  Edit…  ·  Delete…

    Allow the ability to choose more than 1 currency for a product in the pricing table. This way you do not need to create duplicates where the only change is the currency used.

    Save Submitting...

16. Ability to download PDFs with all the pictures in the document!

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    2 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Kaylen Nolen supported this idea  ·  Jul 10, 2023

17. Ability to scan document from mobile app

    2 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Kaylen Nolen commented  ·  Jul 6, 2023  ·  Edit…  ·  Delete…

    Would like to have this in the Android app not just iOS

    Save Submitting...
    Kaylen Nolen supported this idea  ·  Jul 6, 2023

18. The option to display the total in the pricing table excluding tax/discounts/fees

    135 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • Formulas
    • Rules
    • Lookup Tables

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Kaylen Nolen supported this idea  ·  Jun 29, 2023

19. Quickbooks Canada

    11 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Kaylen Nolen supported this idea  ·  Jun 26, 2023

20. "Download all" checkbox selects ALL documents

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Kaylen Nolen supported this idea  ·  Jun 22, 2023