Settings and activity

461 results found

1. conditional rule for text field

   12 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   Brian Gacila shared this idea  ·  Jun 14, 2023

2. Add spacing between header area and content.

   10 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   Brian Gacila supported this idea  ·  Jun 14, 2023

3. Add clickwrap as an additional safeguard for contract signing: Terms & Conditions Feature

   50 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Brian Gacila supported this idea  ·  Jun 11, 2023

4. Recipient: Signature field options

   18 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Sign a PandaDoc - Recipient’s Guide

   Brian Gacila supported this idea  ·  Jun 8, 2023

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

   18 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   Brian Gacila supported this idea  ·  Jun 6, 2023

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

   21 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Brian Gacila supported this idea  ·  Jun 2, 2023

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

   10 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Brian Gacila shared this idea  ·  Jun 2, 2023

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

   5 votes

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

9. Ability to download a copy of a document with suggested edits showing before approving or rejecting the edits.

   8 votes

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   3 comments  ·  Ideas to Improve PandaDoc  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
   Redlining.

   Brian Gacila supported this idea  ·  Jun 1, 2023
   An error occurred while saving the comment
   Brian Gacila commented  ·  Jun 1, 2023  ·  Delete…

   download documents in suggest edits mode

   Save Submitting...

10. change currency in the quote builder

    24 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

    Brian Gacila supported this idea  ·  Jun 1, 2023

11. automations: transfer content blocks to another document

    9 votes

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

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

    205 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Brian Gacila supported this idea  ·  May 28, 2023

13. Disable suggestions from catalog in pricing table when typing

    15 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    Brian Gacila supported this idea  ·  May 26, 2023

14. The ability to hide the specific content of the document for a particular recipient

    12 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
    Brian Gacila supported this idea  ·  May 18, 2023

15. MailChimp

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Brian Gacila supported this idea  ·  May 17, 2023

16. Add taxes in catalog

    17 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Brian Gacila supported this idea  ·  May 17, 2023

17. Different Header/Footers for Each Page

    154 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Brian Gacila supported this idea  ·  May 16, 2023

18. Xero

    150 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Brian Gacila supported this idea  ·  May 16, 2023

19. Updating Salesforce products based off optional items

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://support.pandadoc.com/hc/en-us/articles/360022312373-Salesforce-2-Way-Sync#h_01F0VBM8DE95ZVJG6MJ5X6PTM2

    Brian Gacila supported this idea  ·  May 13, 2023

20. Use Multiple Currencies in a Pricing Table

    56 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • Formulas
    • Rules
    • Lookup Tables

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Brian Gacila supported this idea  ·  May 13, 2023