Settings and activity

387 results found

1. Access content library from Cover Page

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Oct 15, 2024

2. Export User List in CSV: download users of the PandaDoc account in one file

   41 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   In Development  ·  Valeryia Baranava responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

   Rachele Galang Ong supported this idea  ·  Oct 15, 2024

3. Dropdown Field w/Fill-In option

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Rachele Galang Ong supported this idea  ·  Oct 10, 2024

4. Form-Secondary-Recipient's Email Notification

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Rachele Galang Ong supported this idea  ·  Oct 10, 2024

5. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

   111 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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 10, 2024

6. Option for recipient to Approve or Decline the document from the email they receive

   10 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Oct 10, 2024

7. Allow for delivery delay of forms

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded
   Rachele Galang Ong supported this idea  ·  Oct 10, 2024

8. Option to generate one document link for all recipients

   16 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded
   Rachele Galang Ong supported this idea  ·  Oct 10, 2024

9. Monday.com formula columns

   50 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

   This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

   We appreciate your understanding.

   Rachele Galang Ong supported this idea  ·  Oct 9, 2024

10. Pull data from Monday.com to PandaDoc pricing table

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Rachele Galang Ong supported this idea  ·  Oct 9, 2024

11. Downloading attachments along with the document they are attached to

    222 votes

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    41 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    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.

    Rachele Galang Ong supported this idea  ·  Oct 9, 2024

12. Option to change the font size for fields under the Design tab

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Rachele Galang Ong shared this idea  ·  Oct 5, 2024

13. Ability to add payment processing fees

    59 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:

    - Add and set up quote builder: Discounts, taxes, and fees

    - Pricing table. One-time and recurring fees

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Rachele Galang Ong supported this idea  ·  Oct 3, 2024

14. Hubspot - add Quote object

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Rachele Galang Ong supported this idea  ·  Oct 1, 2024

15. MS Dynamics two-way sync (2-way sync)

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Sep 30, 2024

16. block content blocks for recipients during redlining

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Sep 27, 2024

17. The option for an "Approver" in the approval workflow to reassign their approval to someone else

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Rachele Galang Ong shared this idea  ·  Sep 25, 2024

18. Option for downloaded PDF to have information from the collect files field

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Sep 21, 2024

19. Editing signing order from the Send document window

    6 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Rachele Galang Ong supported this idea  ·  Sep 21, 2024

20. Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM

    17 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Sep 20, 2024