Settings and activity

165 results found

1. Copy templates to a the new workspace

   22 votes

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

2. Allow recipient to download as .docx

   6 votes

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

3. Approval workflow in forms

   36 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

   This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

   We appreciate your understanding.

   Kaylen Nolen supported this idea  ·  Aug 17, 2023

4. Save ACH payment details for future payments

   38 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
   Not Planned  ·  Valeryia Baranava 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

   28 votes

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

6. SEPA Direct Debit

   23 votes

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

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

   15 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   Kaylen Nolen supported this idea  ·  Jul 27, 2023

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

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   260 votes

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   39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   Kaylen Nolen supported this idea  ·  Jul 26, 2023

9. Stripe API to Existing Products and Customers

   9 votes

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   1 comment  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
   Lindsey Schocke responded
   Kaylen Nolen supported this idea  ·  Jul 21, 2023

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

    104 votes

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

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

    Kaylen Nolen supported this idea  ·  Jul 17, 2023

11. [Comments] Include comments in the downloaded doc

    29 votes

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

12. Export all documents list with statuses and other information

    18 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Reporting

    Kaylen Nolen supported this idea  ·  Jul 13, 2023

13. Ability to scan document from mobile app

    2 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Creating a document via upload

    An error occurred while saving the comment
    Kaylen Nolen commented  ·  Jul 6, 2023  ·  Delete…

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

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

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

    137 votes

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

15. Automatically place signature/initial or any field on every page by dropping it once

    68 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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  ·  Jun 20, 2023

16. Change Time Zone for Date Variable

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    51 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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  ·  Jun 14, 2023

17. Conditional logic for fields that will allow text blocks to appear when condition is met

    43 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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  ·  Jun 13, 2023

18. Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

    123 votes

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    23 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF behaviour for multi-page pricing tables within PandaDoc.

    For more information, please click the link below!

    Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

    Kaylen Nolen supported this idea  ·  Jun 8, 2023

19. Ability to import information from Excel to pricing tables

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

    - Copy Office Suite / Google Workspace / HTML tables into PandaDoc

    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 8, 2023

20. Ability to turn off specific notification emails sent to recipients.

    139 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

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

    Kaylen Nolen supported this idea  ·  Jun 5, 2023