Settings and activity

626 results found

1. Option to Download Audit trail in PDF

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  Aug 13, 2023

2. Auto number pricing table line items

   19 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  Aug 13, 2023

3. sent document - change document name without editing it

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  Aug 9, 2023
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   AdminBrian Gacila (Admin, PandaDoc) commented  ·  Aug 9, 2023  ·  Edit…  ·  Delete…

   sent document - change document name without editing it

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4. bookmark a page or content of a document similar to Word

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  Aug 9, 2023

5. ability to migrate/transfer image library from one workspace to another (EASILY)

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

   
   

   AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  Aug 9, 2023

6. Version history for completed documents

   7 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

   
   

   AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  Aug 7, 2023

7. Send document directly from the Hubspot to the customers avoiding Draft option

   3 votes

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

   
   

   AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  Aug 7, 2023

8. Edit Quickbooks invoice sent to customer

   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

   
   

   AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  Aug 7, 2023

9. access emails history sent by pandadoc upon sending documents

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   4 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  Aug 7, 2023
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   AdminBrian Gacila (Admin, PandaDoc) commented  ·  Aug 7, 2023  ·  Edit…  ·  Delete…

   option to view email messages from a sent document even if the user is not the sender or CC'd recipient

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10. Sync HubSpot tokens and the ones in a document

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  Aug 6, 2023

11. option to add multiple recipients for a fillable field

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  Aug 6, 2023

12. variable for a line item total

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  Aug 6, 2023

13. have more than 1 signer to use Qualified electronic signature (QES)

    26 votes

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

    
    

    AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  Aug 5, 2023

14. option to place GIF in "Send document" pop-up

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  Aug 5, 2023

15. Disable expiration time / ability to set no expiration on document [Workaround in comments]

    34 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  Aug 2, 2023

16. document ellipsis option in Document tab should be similar to the Home tab's

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  Aug 2, 2023

17. Disable chat option

    41 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Being evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  Aug 2, 2023

18. generate documents from Forms that were completed only

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  Aug 2, 2023

19. Schedule Sending documents

    222 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Automations  ·  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. Please check back for updates.

    AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  Aug 2, 2023

20. manually change document status - viewed to paid

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  Aug 2, 2023