Settings and activity

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1. attach PandaDoc documents to another PandaDoc document (not attaching file)

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  Jun 11, 2023

2. Automatic email response with next steps after recipient has signed and or paid

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

   
   

   AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  Jun 10, 2023

3. The ability to use SQL in Forms

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  Jun 10, 2023

4. two different product line items - Salesforce integration

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  Jun 9, 2023

5. Recipient: Signature field options

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  Jun 8, 2023

6. [API - not signing order]send a document to 1 signer first then send the documents to the rest of the signers

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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  ·  Jun 6, 2023

7. Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.

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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  ·  Jun 6, 2023

8. Presentation Option: Powerpoint slideshow mode (no scroll)

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   3 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  ·  Jun 6, 2023

9. password expiration for users (prompt to make a new one)

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  Jun 6, 2023

10. obtain all content blocks and fillable fields from a template and pull it up to another template, via API

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  Jun 3, 2023

11. Option to remove PDF page break to download the page as a whole

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  Jun 2, 2023

12. option to hide documents (don't want to delete them, but want them hidden)

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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  ·  Jun 2, 2023

13. Recover deleted Form [Workaround in comments]

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

    
    

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

14. download old version of templates/documents without needing to switch to old version in version history

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

15. autoformatting option when editing a template/document

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  Jun 1, 2023

16. automations: transfer content blocks to another document

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  Jun 1, 2023

17. Permissions for specific documents: Private documents (Password protect documents internally)

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    14 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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.

    AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  May 28, 2023

18. option to modify or delete commision number in Notary Stamp

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    0 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  May 27, 2023

19. quote builder block for cash, card and finance charges

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    AdminBrian Gacila (Admin, PandaDoc) shared this idea  ·  May 27, 2023

20. Disable suggestions from catalog in pricing table when typing

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

    
    

    AdminBrian Gacila (Admin, PandaDoc) supported this idea  ·  May 26, 2023