Settings and activity

42 results found

1. Auto name Documents with tokens / Use variables in Document and Forms titles

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   227 votes

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   Idea  ·  41 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Alma‌‌ Bailo‌ supported this idea  ·  Jan 27, 2023

2. Set Exclusion Rules for Salesforce Status Triggers

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Alma‌‌ Bailo‌ shared this idea  ·  Jan 5, 2023

3. The ability to change the font color, style, size of the pricing table numerical values and totals individually.

   18 votes

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   3 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Alma‌‌ Bailo‌ supported this idea  ·  Jan 5, 2023

4. Combine/Merge Templates & Documents

   75 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Alma‌‌ Bailo‌ supported this idea  ·  Dec 28, 2022

5. Spellchecker: Spell Check in App like Grammarly

   176 votes

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   Idea  ·  19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Alma‌‌ Bailo‌ supported this idea  ·  Dec 22, 2022

6. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

   18 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Alma‌‌ Bailo‌ supported this idea  ·  Dec 22, 2022

7. Change the color of the recipient role fillable fields in a document (template)

   172 votes

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   Idea  ·  22 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Alma‌‌ Bailo‌ supported this idea  ·  Dec 22, 2022

8. Convert a form to a template [Workaround in comments]

   69 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Alma‌‌ Bailo‌ supported this idea  ·  Dec 21, 2022

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

   68 votes

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   Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   Alma‌‌ Bailo‌ supported this idea  ·  Nov 30, 2022

10. Restrict viewing certain pages to recipients

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  ·  Nov 30, 2022

11. Show / keep fields when document is downloaded in PDF so the recipient can sign on paper

    16 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  ·  Nov 21, 2022
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    Alma‌‌ Bailo‌ commented  ·  Nov 21, 2022  ·  Edit…  ·  Delete…

    Ability to have fields actionable in PDF files

    Save Submitting...

12. Change Document Status option in the Document view Itself

    60 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  ·  Nov 18, 2022

13. Improve PDF output

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  ·  Nov 18, 2022

14. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    27 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  ·  Nov 18, 2022

15. [Pricing table] Possibility to change subtotal/total manually.

    24 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  ·  Nov 17, 2022

16. Table Design

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  ·  Nov 17, 2022

17. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    30 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  ·  Nov 7, 2022

18. Edit the Completed document with saving the signature

    117 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  ·  Nov 4, 2022

19. Export details - Audit Trail

    67 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  ·  Oct 31, 2022

20. Lock completed documents

    19 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  ·  Oct 28, 2022