Settings and activity

633 results found

1. Ability to shrink content blocks even more

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Jun 11, 2024

2. Multi-Step Form

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Brian Gacila supported this idea  ·  Jun 5, 2024

3. move a team member from one workspace to another

   6 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Jun 5, 2024

4. Mass export variables

   19 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Jun 5, 2024

5. copy and paste the tables and pricing tables from PandaDoc to a word/excel files

   9 votes

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   1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Brian Gacila supported this idea  ·  Jun 3, 2024

6. Ability to pick/change colors of fillable fields (customization, branding, etc.)

   18 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  May 29, 2024

7. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

   88 votes

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   18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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.

   Brian Gacila supported this idea  ·  May 29, 2024

8. Custom Role - restrict usage of reminders

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Brian Gacila shared this idea  ·  May 28, 2024

9. Ability to restrict access to certain templates with password.

   11 votes

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

   
   

   Brian Gacila supported this idea  ·  May 28, 2024

10. Bulk Send Expiration / Reminder Settings on Template

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  May 22, 2024

11. The option to display the total in the pricing table excluding tax/discounts/fees

    134 votes

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    16 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Brian Gacila commented  ·  May 22, 2024  ·  Edit…  ·  Delete…

    Pricing Table - subtotal with the pre-tax amount and total with the post-tax amount

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    Brian Gacila commented  ·  Dec 11, 2022  ·  Edit…  ·  Delete…

    "Auto-calculate the grand total and subtotal (without tax, cc charges etc). We just want it to autopopulate if we change the columns per document."

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    Brian Gacila supported this idea  ·  Dec 11, 2022

12. SMS verification for bulk send

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  May 21, 2024

13. Ability to edit document title after its been completed

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

    How to Rename a Completed Document

    Brian Gacila supported this idea  ·  May 20, 2024

14. Resend button

    43 votes

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    5 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.

    Brian Gacila supported this idea  ·  May 16, 2024

15. Ability to embed fields in the downloaded PDF

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  May 15, 2024

16. Change Document Location / Folder Inside the Document

    12 votes

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

    
    

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    Brian Gacila commented  ·  May 14, 2024  ·  Edit…  ·  Delete…

    "Move" button/option inside the document and not in the Documents section.

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    Brian Gacila supported this idea  ·  May 14, 2024

17. Dropdown in the pricing table

    46 votes

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    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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.

    Brian Gacila supported this idea  ·  May 14, 2024

18. Catalog - set a tax rate per product and have it automatically calculate on the pricing table

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Brian Gacila shared this idea  ·  May 13, 2024

19. Add or edit payment app settings for completed documents

    4 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    Brian Gacila commented  ·  May 13, 2024  ·  Edit…  ·  Delete…

    only add a payer after document completion

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    Brian Gacila supported this idea  ·  May 13, 2024

20. Document download: filter documents by type

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Brian Gacila shared this idea  ·  May 13, 2024