Settings and activity

352 results found

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

   198 votes

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   33 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

2. 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

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

   4 votes

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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

4. 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

5. Hubspot - add Quote object

   4 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

6. 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

7. block content blocks for recipients during redlining

   7 votes

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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 2-way sync with Netsuite

    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  ·  Sep 19, 2024

14. Stripe: send invoice after payment was made

    19 votes

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

15. Link multiple salesforce opportunities to 1 PandaDoc

    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 15, 2024

16. 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  ·  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 12, 2024

17. 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

18. Design: set different font for different headings

    3 votes

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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

19. 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

20. Make all fields required in single click

    7 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