Settings and activity

343 results found

1. 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

2. 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

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

   22 votes

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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

4. 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

5. 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

6. 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

   11 votes

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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

7. 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

8. Ability to embed Editor 2.0 to web application

   6 votes

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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

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

   17 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  ·  Feb 23, 2024

10. Export a list of all upcoming renewals

    22 votes

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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

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

    14 votes

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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

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

    5 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  ·  Feb 17, 2024

13. 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

14. Move documents across workspaces and keep the statuses

    247 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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  ·  Feb 12, 2024

15. restrict downloading of the completed document

    5 votes

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    0 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 11, 2024

16. Auto-update document content if a content library item gets updated.

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Feb 11, 2024

17. Display a pop-up letting the team know that a specific approver is in the review stage

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Rachele Galang Ong shared this idea  ·  Feb 10, 2024

18. Document generated by automation should be sent by original sender and not admin owner

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Feb 10, 2024

19. Video before the document displays

    4 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Feb 10, 2024
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    Rachele Galang Ong commented  ·  Feb 10, 2024  ·  Edit…  ·  Delete…

    Is there a way that we can get a video to automatically pop up when a client opens our agreement? We signed an agreement with another provider and saw that they had a video pop up when we clicked to sign, and we would love to use that feature if possible

    Save Submitting...

20. Ability to copy an image from Excel and add it to the image block

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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 9, 2024