Settings and activity

50 results found

1. Fields move automatically with text blocks: link fields to blocks

   139 votes

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   21 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  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!

   Inline fields in PandaDoc

   Alma‌‌ Bailo‌ supported this idea  ·  Aug 24, 2023

2. 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.

   Alma‌‌ Bailo‌ supported this idea  ·  Aug 21, 2023

3. option to hide documents (don't want to delete them, but want them hidden)

   10 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Alma‌‌ Bailo‌ supported this idea  ·  Aug 2, 2023

4. Automatically put the value from one pricing table in another pricing table

   22 votes

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   0 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!

   Alma‌‌ Bailo‌ supported this idea  ·  Jul 24, 2023

5. Working TOC in PDF files: clickable table of contents in PDF

   33 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   Alma‌‌ Bailo‌ supported this idea  ·  Jul 20, 2023

6. Move documents across workspaces and keep the statuses

   261 votes

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   37 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   Alma‌‌ Bailo‌ supported this idea  ·  Jul 6, 2023

7. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

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   355 votes

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   49 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!

   Working with numbered lists

   An error occurred while saving the comment
   Alma‌‌ Bailo‌ commented  ·  Jun 16, 2023  ·  Delete…

   Number list alignment is similar to MS Word without manually editing it.

   Save Submitting...
   Alma‌‌ Bailo‌ supported this idea  ·  Aug 16, 2022

8. Log in via 2FA (Two Factor Authentication)

   265 votes

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   49 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi there,

   Thank you for taking the time to submit your feature request to PandaDoc’s UserVoice. We have great news! 

   2-Factor Authentication (2FA) has been released and can be configured via Settings > Security. For more information on 2-Factor Authentication, check out this article.

   We appreciate your help in making PandaDoc the best product for our customers. If you have any ideas on how we can continue to improve, please continue to submit them here. 

   Alma‌‌ Bailo‌ supported this idea  ·  Jun 12, 2023

9. Skip/remove or override a signer the signing order

   22 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Alma‌‌ Bailo‌ supported this idea  ·  Apr 26, 2023

10. quantity editing for all the pricing table

    7 votes

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    2 comments  ·  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:

    - Section quantity in Quote Builder

    You can reach out to your Account Manager or to our Support Team to learn more about Quote Builder and CPQ.

    Alma‌‌ Bailo‌ supported this idea  ·  Apr 4, 2023

11. [Portuguese/Brazil] Recipient localization for documents created via API

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  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!

    [Update document settings]

    Alma‌‌ Bailo‌ shared this idea  ·  Mar 30, 2023

12. Merge vertical cells in a table

    57 votes

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    2 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!

    Alma‌‌ Bailo‌ supported this idea  ·  Feb 20, 2023

13. Permissions for specific documents: Private documents (Password protect documents internally)

    205 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

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

    Alma‌‌ Bailo‌ supported this idea  ·  Feb 15, 2023

14. Table of contents: PDF page breaks recognition

    42 votes

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    5 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!

    Alma‌‌ Bailo‌ supported this idea  ·  Feb 13, 2023

15. Generate Report of the IP address and location in the Signature Certificate

    13 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
    Alma‌‌ Bailo‌ supported this idea  ·  Feb 10, 2023

16. Automatically organize documents to folders: create trigger to move completed docs to specific folder

    91 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.

    Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.

    This automation is available for Business and Enterprise plans.

    Learn how to setup this automation here.

    Alma‌‌ Bailo‌ supported this idea  ·  Feb 8, 2023

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

    311 votes

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    53 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  Maria Fomenko responded

    Released to general availability

    Alma‌‌ Bailo‌ supported this idea  ·  Jan 27, 2023

18. Pricing table: separate design option for total sections (adjust design for totals individually)

    56 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

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

    Alma‌‌ Bailo‌ supported this idea  ·  Jan 5, 2023

19. Combine/Merge Templates & Documents

    99 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

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

    Alma‌‌ Bailo‌ supported this idea  ·  Dec 28, 2022

20. Spellchecker: Spell Check in App like Grammarly

    347 votes

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    42 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

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

    Alma‌‌ Bailo‌ supported this idea  ·  Dec 22, 2022