Settings and activity

341 results found

1. A feature to be able to stamp multiple pages at once

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

   Adding Stamp Field to Multiple Pages 

   Rachele Galang Ong shared this idea  ·  Jan 1, 2024

2. ACH Authorize.net payment via PandaDoc in Ev2

   23 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  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!

   Rachele Galang Ong supported this idea  ·  Dec 28, 2023

3. Auto-update pricing tables and quotes in templates if product catalog is updated manually

   52 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

   Rachele Galang Ong supported this idea  ·  Dec 23, 2023

4. [Quote Builder]: The option to set up different Recipient View Settings for the product items as a Default setting

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Dec 20, 2023

5. pre-select item in quotes and lock it so that the customers won't be able to edit it

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Rachele Galang Ong shared this idea  ·  Dec 20, 2023

6. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

   48 votes

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   17 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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  ·  Dec 17, 2023
   An error occurred while saving the comment
   Rachele Galang Ong commented  ·  May 5, 2023  ·  Edit…  ·  Delete…

   As per the client: " We need the recipient to be able to free enter text into multiple cells, not just adjust quantities. Is that possible?

   Save Submitting...

7. Automatically download the attachments when opening the files added to collect files field

   67 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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  ·  Dec 17, 2023

8. Have a Zapier trigger where it can collect files from a PandaDoc upload files field.

   5 votes

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

9. [Bulk send] Edit documents

   17 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Dec 16, 2023

10. private dashboard of docs that contained financial info

    6 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

    
    

    Rachele Galang Ong supported this idea  ·  Dec 10, 2023

11. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    194 votes

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    23 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  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  ·  Dec 10, 2023

12. Download specific pages of a document

    17 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

    
    

    Rachele Galang Ong supported this idea  ·  Dec 8, 2023

13. download seperate page of the document/template as pdf

    3 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 8, 2023

14. Transfer ownership for Forms

    52 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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!

    Rachele Galang Ong supported this idea  ·  Dec 6, 2023

15. Smart Content will not include the page only the content items

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Rachele Galang Ong commented  ·  Dec 6, 2023  ·  Edit…  ·  Delete…

    As per the client: "Can the smart content only be a block of text and not a whole page?"

    Save Submitting...
    Rachele Galang Ong supported this idea  ·  Dec 6, 2023

16. 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

17. 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

18. 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

19. 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

20. 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