Settings and activity

335 results found

1. Delete a document from Inbox using PandaDoc mobile app

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   0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Oct 7, 2024

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

   2 votes

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

3. Ability to add payment processing fees

   57 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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   Solution exists  ·  AdminValeryia Baranava (Admin, PandaDoc) 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

4. Hubspot - add Quote object

   3 votes

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

   
   

   Rachele Galang Ong supported this idea  ·  Oct 1, 2024

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

   25 votes

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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

6. block content blocks for recipients during redlining

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

7. 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

8. 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

9. 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  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Rachele Galang Ong supported this idea  ·  Sep 21, 2024

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

    16 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

11. Ability to bulk download all signed documents from HubSpot

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Sep 19, 2024

12. 2-way sync with Netsuite

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Sep 19, 2024

13. Stripe: send invoice after payment was made

    19 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Sep 17, 2024

14. Link multiple salesforce opportunities to 1 PandaDoc

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Sep 15, 2024

15. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    66 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) responded

    Hi there! 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  ·  Sep 12, 2024

16. Dark mode for UI

    21 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Sep 12, 2024

17. Design: set different font for different headings

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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  ·  Sep 11, 2024

18. Custom Fonts for each Heading

    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  ·  Sep 11, 2024

19. Make all fields required in single click

    3 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 4, 2024

20. Collect Card Details without Payment Integrations

    27 votes

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    5 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  ·  Sep 3, 2024