Settings and activity

74 results found

1. Use images in saved messages

   4 votes

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

   
   

   An error occurred while saving the comment
   Rachele Galang Ong commented  ·  Feb 4, 2023  ·  Edit…  ·  Delete…

   Is there a way add images or embed a video in the initial message the client gets?

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   Rachele Galang Ong supported this idea  ·  Feb 4, 2023

2. Pass discounts from HubSpot in percentage

   6 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Feb 2, 2023

3. Payment reminders

   89 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Feb 2, 2023

4. Split or staggered payment collection

   16 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Feb 2, 2023

5. Partial Payment Status

   28 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Feb 2, 2023

6. Other payment options available: Ideal, Apple pay, Google pay, Trustly, Or some form of SEPA bank transfer

   9 votes

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

   
   

   Rachele Galang Ong supported this idea  ·  Feb 2, 2023

7. Edit a sent document and save without resending

   70 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Jan 27, 2023

8. Restrict the ability to invite guest licenses (collaborators) to the admin role only.

   13 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   An error occurred while saving the comment
   Rachele Galang Ong commented  ·  Jan 27, 2023  ·  Edit…  ·  Delete…

   As per the client " Is there a way to disable the ability for user to invite collaborators?"

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   Rachele Galang Ong supported this idea  ·  Jan 27, 2023

9. download signature from the signature field

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Rachele Galang Ong supported this idea  ·  Jan 25, 2023

10. Conditional / smart content based on recipient fields selection.

    20 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Rachele Galang Ong supported this idea  ·  Jan 22, 2023
    An error occurred while saving the comment
    Rachele Galang Ong commented  ·  Jan 22, 2023  ·  Edit…  ·  Delete…

    Conditional Drop Down that will display different smart contents based on the selection. For example, users to select "Payment type" and if they select paying by ACH they will get this smart content. if they select Visa, Amex then they are shown this smart content:

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11. discounted price per unit

    20 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Jan 22, 2023

12. option to edit the timezone for Document Cretaed Date Variable

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Rachele Galang Ong shared this idea  ·  Jan 19, 2023

13. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    291 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Jan 19, 2023

14. Option for Radio buttons on API [field tags]

    4 votes

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    2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Jan 14, 2023

15. Switch off admin notifications

    6 votes

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

    
    

    Rachele Galang Ong supported this idea  ·  Jan 13, 2023

16. Auto-update templates/CLIs if the item is updated in Catalog

    100 votes

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    Idea  ·  21 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Jan 8, 2023

17. Set Document Value thru API

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Rachele Galang Ong supported this idea  ·  Dec 23, 2022

18. ability to use templates without roles in API

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Rachele Galang Ong supported this idea  ·  Dec 23, 2022

19. option for recipient to save the signed document to their own PandaDoc account

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Rachele Galang Ong shared this idea  ·  Dec 14, 2022

20. Export document's recipient analytics

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Rachele Galang Ong supported this idea  ·  Dec 14, 2022