Settings and activity

376 results found

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

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

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

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

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

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

4. Copy Smart content Templates between workspace

   36 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   On Roadmap  ·  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.

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   Rachele Galang Ong commented  ·  Sep 28, 2023  ·  Edit…  ·  Delete…

   Copy Smart content blocks to another template

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   Rachele Galang Ong supported this idea  ·  Sep 2, 2022

5. Option to convert a document (quote) into an invoice

   6 votes

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

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

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Rachele Galang Ong supported this idea  ·  Sep 21, 2023

7. freshsales

   9 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Rachele Galang Ong supported this idea  ·  Sep 21, 2023

8. 2 way sync with Monday

   69 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  ·  Sep 21, 2023

9. Group content blocks

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   1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Lindsey Schocke responded
   Rachele Galang Ong supported this idea  ·  Sep 18, 2023

10. ability to print forms

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Sep 18, 2023

11. customize the email notification message sent to the recipients that the document is waiting for payment.

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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  ·  Sep 16, 2023

12. Show page numbers in TOC in exported docx file

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Rachele Galang Ong supported this idea  ·  Sep 14, 2023

13. Edit / customize text in all email notifications including Completion or Signed Email Message

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    254 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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.

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    Rachele Galang Ong commented  ·  Sep 12, 2023  ·  Edit…  ·  Delete…

    change the email body that is received upon form submission

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    Rachele Galang Ong supported this idea  ·  Aug 10, 2022

14. ability to search for those who have not signer /opened a document yet

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Sep 10, 2023

15. Place content blocks/Images inside of another Content block

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    105 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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  ·  Sep 6, 2023

16. Place Text Over Images in PandaDoc

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Rachele Galang Ong commented  ·  Sep 6, 2023  ·  Edit…  ·  Delete…

    AS per the client: place text on top of the image. One thought would be to allow background images on table cells. That would allow for a lot of flexibility.

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    Rachele Galang Ong supported this idea  ·  Sep 6, 2023

17. Fonts for signatures - Set Default font option or Add Font for Signature Field

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    5 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.

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    Rachele Galang Ong commented  ·  Sep 6, 2023  ·  Edit…  ·  Delete…

    As per the client - Is it possible to make my signature a cursive signature?

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    Rachele Galang Ong supported this idea  ·  Sep 6, 2023

18. Webhook retries - If PandaDoc detects the hook hasn’t been accepted - retry automatically.

    23 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.

    For more information, please check the link below:

    Debugging and Retries

    Rachele Galang Ong supported this idea  ·  Aug 20, 2023

19. Ability to track/report anytime an internal user generates a PDF from a pandadoc template they are creating

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Rachele Galang Ong shared this idea  ·  Aug 16, 2023

20. Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Rachele Galang Ong supported this idea  ·  Aug 16, 2023