Settings and activity

366 results found

1. Improve auto save feature

   8 votes

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

   
   

   Rachele Galang Ong supported this idea  ·  Dec 6, 2023

2. Copper link to deal ev2

   20 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Nov 30, 2023

3. Set all fields recognized in PDF auto-placement as required

   24 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Nov 30, 2023

4. Signature with Conditional Approvals

   8 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Nov 29, 2023

5. Pass images from CRMs to documents using tokens/variables

   66 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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.

   Rachele Galang Ong supported this idea  ·  Nov 26, 2023

6. Ability to change PandaDoc icon in email (not workspace logo/profile image).

   11 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Nov 26, 2023

7. [Bulk Action] Mass download templates

   50 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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.

   Rachele Galang Ong supported this idea  ·  Nov 25, 2023

8. Image library: bulk upload feature for images

   81 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

   Rachele Galang Ong supported this idea  ·  Nov 21, 2023

9. [Bulk Action] Upload Multiple Images into Document or Template

   14 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Nov 21, 2023

10. Conditional fields for several recipients

    16 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Rachele Galang Ong supported this idea  ·  Nov 19, 2023

11. Scheduled payment feature

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Nov 17, 2023

12. Multiple lines in variables: insert line breaks in tokens/variables

    11 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Nov 17, 2023

13. Remove logo from branding entirely within a workspace

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Rachele Galang Ong supported this idea  ·  Nov 12, 2023

14. copy the entire folder with templates/docs in it

    18 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Nov 8, 2023

15. Ability to add or attach a document / attachment to a completed document

    20 votes

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    4 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  ·  Nov 3, 2023

16. Option to give access to docs of specific users only

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Oct 29, 2023

17. Ability to track if someone accessed the PandaDoc account from a different location/IP address

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Rachele Galang Ong shared this idea  ·  Oct 27, 2023

18. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    87 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  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.

    Rachele Galang Ong supported this idea  ·  Oct 24, 2023

19. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    128 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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.

    Rachele Galang Ong supported this idea  ·  Oct 18, 2023

20. Quickbooks ACH

    131 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    Rachele Galang Ong supported this idea  ·  Oct 8, 2023