Settings and activity

51 results found

1. Set optional items as required in pricing table (Assign a pricing table to recipient)

   67 votes

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   9 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

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

   Alma‌‌ Bailo‌ supported this idea  ·  Aug 23, 2022

2. Smart content for forms

   24 votes

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

   
   

   Alma‌‌ Bailo‌ supported this idea  ·  Aug 19, 2022
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   Alma‌‌ Bailo‌ commented  ·  Aug 19, 2022  ·  Edit…  ·  Delete…

   Add smart content on form

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3. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

   66 votes

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   16 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.

   Alma‌‌ Bailo‌ supported this idea  ·  Aug 9, 2022
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   Alma‌‌ Bailo‌ commented  ·  Aug 9, 2022  ·  Edit…  ·  Delete…

   Customized Pandadoc Landing Page Message

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4. Disable horizontal scrolling option in mobile view / Limit scrolling sideways on documents in the app.

   3 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Alma‌‌ Bailo‌ shared this idea  ·  Aug 8, 2022

5. Archive documents

   58 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Other  ·  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.

   Alma‌‌ Bailo‌ supported this idea  ·  Aug 8, 2022

6. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

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   138 votes

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   30 comments  ·  Ideas to Improve PandaDoc » Other  ·  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.

   Alma‌‌ Bailo‌ supported this idea  ·  Aug 4, 2022
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   Alma‌‌ Bailo‌ commented  ·  Aug 4, 2022  ·  Edit…  ·  Delete…

   Additional contact fields

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7. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

   145 votes

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

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   Alma‌‌ Bailo‌ commented  ·  Jul 22, 2022  ·  Edit…  ·  Delete…

   Delay custom status

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8. Remove X sent you the document from the email.

   7 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Alma‌‌ Bailo‌ supported this idea  ·  Jun 28, 2022

9. Signature Certificate: Hide or Remove Information from signature certificate

   83 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

   Alma‌‌ Bailo‌ supported this idea  ·  Jun 27, 2022

10. Avoid the verification process with micro deposit for ACH transactions

    12 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    Alma‌‌ Bailo‌ commented  ·  Jun 23, 2022  ·  Edit…  ·  Delete…

    The customer wants his deposits to show up as pending status on his online statements or asking for an application that will show his pending deposits.

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    Alma‌‌ Bailo‌ commented  ·  Jun 22, 2022  ·  Edit…  ·  Delete…

    ACH automatic charge immediately

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    Alma‌‌ Bailo‌ supported this idea  ·  Jun 22, 2022

11. Validation signature stamps

    37 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (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!

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    Alma‌‌ Bailo‌ commented  ·  Jun 6, 2022  ·  Edit…  ·  Delete…

    paveltsinberg@biosero.com

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    Alma‌‌ Bailo‌ supported this idea  ·  Jun 6, 2022