Settings and activity

286 results found

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

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   20 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Rachele Galang Ong supported this idea  ·  Dec 17, 2023
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   Rachele Galang Ong commented  ·  May 5, 2023  ·  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?

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

   70 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not Planned  ·  Valeryia Baranava responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Rachele Galang Ong supported this idea  ·  Dec 17, 2023

3. [Bulk send] Edit documents

   18 votes

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

4. private dashboard of docs that contained financial info

   8 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Rachele Galang Ong supported this idea  ·  Dec 10, 2023

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

   206 votes

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   26 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Rachele Galang Ong supported this idea  ·  Dec 10, 2023

6. Download specific pages of a document

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   2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Rachele Galang Ong supported this idea  ·  Dec 8, 2023

7. Transfer ownership for Forms

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   6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) 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  ·  Dec 6, 2023

8. Copper link to deal

   21 votes

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

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

   28 votes

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

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

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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 Specialist, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Rachele Galang Ong supported this idea  ·  Nov 26, 2023

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

    12 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

12. [Bulk Action] Mass download templates

    51 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

13. Image library: bulk upload feature for images

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

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

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    2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Nov 21, 2023
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    Rachele Galang Ong commented  ·  Nov 17, 2022  ·  Delete…

    ability to add multiple photos to the document using image block at the same time

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15. Conditional fields for several recipients

    17 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded
    Rachele Galang Ong supported this idea  ·  Nov 19, 2023

16. 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

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

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

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

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

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

    88 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 Specialist, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Rachele Galang Ong supported this idea  ·  Oct 24, 2023

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

    133 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Rachele Galang Ong supported this idea  ·  Oct 18, 2023