Settings and activity

339 results found

1. Form-Secondary-Recipient's Email Notification

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

   
   

   Rachele Galang Ong supported this idea  ·  Oct 10, 2024

2. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

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   14 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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  ·  Oct 10, 2024

3. Option for recipient to Approve or Decline the document from the email they receive

   9 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Oct 10, 2024

4. Allow for delivery delay of forms

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Rachele Galang Ong supported this idea  ·  Oct 10, 2024

5. Option to generate one document link for all recipients

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   1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Rachele Galang Ong supported this idea  ·  Oct 10, 2024

6. Monday.com formula columns

   50 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.

   
   

   We're aware of some existing limitations and are currently developing solutions to address these issues.

   Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

   https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   During our discussion, we can explore these proposed solutions and gather your feedback.

   
   

   Looking forward to your input and working together to enhance your experience with our integration.

   Thanks, Alex.

   Rachele Galang Ong supported this idea  ·  Oct 9, 2024

7. Pull data from Monday.com to PandaDoc pricing table

   16 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.

   
   

   We're aware of some existing limitations and are currently developing solutions to address these issues.

   Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

   https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   During our discussion, we can explore these proposed solutions and gather your feedback.

   
   

   Looking forward to your input and working together to enhance your experience with our integration.

   Thanks, Alex.

   Rachele Galang Ong supported this idea  ·  Oct 9, 2024

8. Downloading attachments along with the document they are attached to

   196 votes

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   32 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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.

   Rachele Galang Ong supported this idea  ·  Oct 9, 2024

9. Delete a document from Inbox using PandaDoc mobile app

   3 votes

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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

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

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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  ·  Oct 5, 2024

11. Ability to add payment processing fees

    57 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  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

12. Hubspot - add Quote object

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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

13. 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

14. block content blocks for recipients during redlining

    3 votes

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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

15. 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

16. 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

17. Editing signing order from the Send document window

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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

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

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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

19. Ability to bulk download all signed documents from HubSpot

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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

20. 2-way sync with Netsuite

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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