Settings and activity

350 results found

1. Move documents across workspaces and keep the statuses

   248 votes

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   35 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

2. restrict downloading of the completed document

   6 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

3. 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

4. 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

5. 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

6. 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

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

   2 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 9, 2024

8. Add a tooltip to display the full variable name

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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  ·  Feb 4, 2024

9. Clover

   10 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Rachele Galang Ong supported this idea  ·  Feb 3, 2024

10. Folders password protection

    34 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Rachele Galang Ong supported this idea  ·  Jan 30, 2024

11. Variable for Template.Name

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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  ·  Jan 28, 2024

12. Emails sent from PandaDoc to be copied into HubSpot

    7 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Rachele Galang Ong commented  ·  Jan 27, 2024  ·  Edit…  ·  Delete…

    As per client: "We are using PandaDoc as a HubSpot integration. How do we get all emails that are sent to the customer to show up in the HubSpot deal that the proposal was sent from?"

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    Rachele Galang Ong supported this idea  ·  Jan 26, 2024

13. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    140 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  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  ·  Jan 27, 2024

14. Bulk sign: Ability to sign multiple documents at once in the inbox.

    69 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Other  ·  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  ·  Jan 23, 2024

15. Export details - Audit Trail

    141 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  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  ·  Jan 23, 2024

16. Option to only allow ACH payments via Stripe

    15 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Rachele Galang Ong supported this idea  ·  Jan 23, 2024

17. landscape AND portrait mode support in same doc (when uploading)

    6 votes

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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  ·  Jan 22, 2024

18. Update uploaded file layout

    10 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  ·  Jan 22, 2024

19. Edit the Completed document with saving the signature

    210 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

    Rachele Galang Ong supported this idea  ·  Jan 21, 2024

20. Document link to SalesForce Quote record

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Rachele Galang Ong commented  ·  Jan 20, 2024  ·  Edit…  ·  Delete…

    As per the client: "It seems that PandaDoc docs could be linked only to Salesforce Opportunity: it could be more useful to link docs to their Quote. Is it possible? For now, I have to create the PDF file in PandaDoc and then upload it as Related file. It’s a manual process, er prefer an automatic or a guided one.

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    Rachele Galang Ong supported this idea  ·  Jan 20, 2024