Settings and activity

232 results found

1. Create template via API

   18 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  ·  Nov 17, 2023

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

   9 votes

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

3. Remove logo from branding entirely within a workspace

   4 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

   
   

   AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  ·  Nov 12, 2023

4. Duplicate a folder including content (documents/templates/content library)

   16 votes

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

   
   

   AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  ·  Nov 8, 2023

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

   19 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

   
   

   AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  ·  Nov 3, 2023

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

   7 votes

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

7. Send documents using a different email via API / Send on behalf via API / Set document sender via API

   4 votes

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

   
   

   AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  ·  Oct 27, 2023

8. 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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   AdminRachele Galang Ong (Admin, PandaDoc) shared this idea  ·  Oct 27, 2023

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

   79 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Not planned  ·  Molly Abrams 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!

   AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  ·  Oct 24, 2023

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

    113 votes

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    16 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 from when the previous comment was posted. Please check back for updates.

    AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  ·  Oct 18, 2023

11. Quickbooks ACH

    111 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (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!

    AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  ·  Oct 8, 2023

12. convert a quote builder block from a proposal into a spreadsheet

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    AdminRachele Galang Ong (Admin, PandaDoc) shared this idea  ·  Oct 7, 2023

13. add shared template as an option when selecting template in automations setup

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    AdminRachele Galang Ong (Admin, PandaDoc) shared this idea  ·  Oct 6, 2023

14. Automatically add initials to a document

    22 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  ·  Oct 5, 2023

15. Allow admins to change other users' emails, names, and passwords

    13 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  ·  Oct 5, 2023

16. To be able to highlight text inside a text field or fillable fields

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminRachele Galang Ong (Admin, PandaDoc) shared this idea  ·  Oct 4, 2023

17. Copy Smart content Templates between workspace

    18 votes

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    3 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
    AdminRachele Galang Ong (Admin, PandaDoc) commented  ·  Sep 28, 2023  ·  Edit…  ·  Delete…

    Copy Smart content blocks to another template

    Save Submitting...
    AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  ·  Sep 2, 2022

18. convert document to invoice

    6 votes

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

    
    

    AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  ·  Sep 21, 2023

19. Dynamic document owner: Allow Zapier to change document owner

    10 votes

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

    
    

    AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  ·  Sep 21, 2023

20. Pass address fields from Freshsales to Pandadoc

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  ·  Sep 21, 2023