Settings and activity

350 results found

1. Design options for the signature and initial fields

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Apr 23, 2024

2. Branding for Forms

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Rachele Galang Ong commented  ·  Apr 19, 2024  ·  Edit…  ·  Delete…

   "I would like to be able to customize the initial branding and button on the form pop up that a client sees. We want to use it to collect uploads, but it says "review document" and it is not in our branding colors like everything else. Can we customize this button?"

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   Rachele Galang Ong supported this idea  ·  Apr 19, 2024

3. Change title [PandaDoc] Signed copy of "..." to a custom text.

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Apr 13, 2024

4. An option to make the document sequence numbering per client basis

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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  ·  Apr 13, 2024

5. Multiple layers of conditional fields: conditional field within a conditional field

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   7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Rachele Galang Ong supported this idea  ·  Apr 7, 2024

6. Change "enter value here" to "enter text here"

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Mar 29, 2024

7. Automations based on Forms

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   2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Mar 27, 2024

8. Show Deal number (unique ID) when linking a document to pipedrive

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Mar 25, 2024

9. Tagging a group in the chat or messaging in the document

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   0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Rachele Galang Ong shared this idea  ·  Mar 4, 2024

10. Automatically put the value from one pricing table in another pricing table

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Mar 3, 2024

11. Combine/Merge Templates & Documents

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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  ·  Mar 3, 2024

12. Copy and paste fields/variables from one template to a new template

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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  ·  Mar 2, 2024

13. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDo

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Rachele Galang Ong supported this idea  ·  Mar 1, 2024

14. Set (all) Field Defaults by Workspace

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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  ·  Feb 28, 2024

15. Ability to embed Editor 2.0 to web application

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

    
    

    Rachele Galang Ong supported this idea  ·  Feb 24, 2024

16. Auto-rename document logic / Rename Forms after completion

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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  ·  Feb 23, 2024

17. Export a list of all upcoming renewals

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Rachele Galang Ong supported this idea  ·  Feb 20, 2024

18. tiered pricing, (as opposed to volume pricing)

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Rachele Galang Ong supported this idea  ·  Feb 19, 2024

19. Ability to change the orientation of the added video to portrait or vertically oriented

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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  ·  Feb 17, 2024

20. Restore Deleted Contacts / Contacts list version history.

    16 votes

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

    
    

    Rachele Galang Ong supported this idea  ·  Feb 16, 2024