Settings and activity

635 results found

1. Transfer ownership for Forms

   51 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, 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  ·  Aug 26, 2023

2. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

   97 votes

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   11 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

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

   Brian Gacila supported this idea  ·  Aug 26, 2023

3. Edit items in dropdown field (option to edit the text in the dropdown item)

   26 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Aug 26, 2023

4. tiered pricing, (as opposed to volume pricing)

   14 votes

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   2 comments  ·  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  ·  Aug 23, 2023

5. Auto reminders to count business days not calendar days

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Aug 15, 2023

6. add Facebook pixel to PandaDoc

   6 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Aug 14, 2023

7. Option to Download Audit trail in PDF

   12 votes

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

8. Auto number pricing table line items

   25 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Aug 13, 2023

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

   2 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  ·  Aug 9, 2023

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

    12 votes

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

    
    

    Brian Gacila supported this idea  ·  Aug 9, 2023

11. Version history for completed documents

    8 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

    
    

    Brian Gacila supported this idea  ·  Aug 7, 2023

12. 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 - HubSpot  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Brian Gacila supported this idea  ·  Aug 7, 2023

13. 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

    
    

    Brian Gacila supported this idea  ·  Aug 7, 2023

14. access emails history sent by pandadoc upon sending documents

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    13 votes

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

    
    

    Brian Gacila supported this idea  ·  Aug 7, 2023
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    Brian Gacila 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

    Save Submitting...

15. Sync HubSpot tokens and the ones in a document

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Aug 6, 2023

16. 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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    Brian Gacila shared this idea  ·  Aug 6, 2023

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

    30 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

    
    

    Brian Gacila supported this idea  ·  Aug 5, 2023

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

    2 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  ·  Aug 5, 2023

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

    36 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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!

    Brian Gacila supported this idea  ·  Aug 2, 2023

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

    2 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  ·  Aug 2, 2023