Settings and activity

189 results found

1. Copy templates to a the new workspace

   17 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

   31 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Kaylen Nolen supported this idea  ·  Aug 17, 2023

4. Save ACH payment details for future payments

   29 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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   Kaylen Nolen supported this idea  ·  Aug 15, 2023

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

   22 votes

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

6. Keep document status & filled in fields when copying a document to another workspace [workaround in comments]

   30 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Kaylen Nolen supported this idea  ·  Aug 11, 2023

7. 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

8. 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

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

   11 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

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

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    245 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

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

    Kaylen Nolen supported this idea  ·  Jul 26, 2023

11. 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

12. 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

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

    97 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

14. [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

15. Export all documents list with statuses and other information

    17 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

16. 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 » CPQ - 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...

17. 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

18. 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

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    Kaylen Nolen supported this idea  ·  Jul 6, 2023

19. [Pricing Table] display Subtotal without Line Item taxes/discounts

    127 votes

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    14 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Kaylen Nolen supported this idea  ·  Jun 29, 2023

20. 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