Settings and activity

344 results found

1. 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

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. Collect Card Details without Payment Integrations

    28 votes

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    6 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

14. Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Aug 31, 2024

15. Use customer name and address and not billing email in Quickbook Payments

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Aug 29, 2024

16. Variable for recipient group

    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  ·  Aug 28, 2024
    Rachele Galang Ong shared this idea  ·  Aug 25, 2024

17. Have fields automatically format based on the selected validation

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Rachele Galang Ong supported this idea  ·  Aug 28, 2024

18. In the pricing tables, the ability to start at a higher number than 1 for volume based pricing.

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    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Aug 27, 2024

19. Customize information passed to QuickBooks

    17 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Aug 24, 2024

20. Text block conditional logic

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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  ·  Aug 22, 2024