Settings and activity

553 results found

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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   Brian Gacila shared this idea  ·  Jun 11, 2023

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

   13 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Lindsey Schocke responded
   Brian Gacila supported this idea  ·  Jun 10, 2023

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

   18 votes

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

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

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   1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Brian Gacila shared this idea  ·  Jun 6, 2023

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

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Brian Gacila shared this idea  ·  Jun 3, 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 →
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   Brian Gacila supported this idea  ·  Jun 2, 2023

7. 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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   Brian Gacila shared this idea  ·  Jun 2, 2023

8. Recover deleted Form [Workaround in comments]

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   2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Brian Gacila supported this idea  ·  Jun 2, 2023

9. 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 →
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   Brian Gacila shared this idea  ·  Jun 2, 2023

10. automations: transfer content blocks to another document

    9 votes

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

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

    201 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    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

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

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded
    Brian Gacila shared this idea  ·  May 27, 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 →
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    Valeryia Baranava responded
    Brian Gacila supported this idea  ·  May 26, 2023

14. audit trail available on the signed document (not in the editor) within the signature field

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded
    Brian Gacila shared this idea  ·  May 23, 2023

15. Automatically generating PDF invoices from quotes created in PandaDoc

    8 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  May 21, 2023

16. 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 →
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    Brian Gacila supported this idea  ·  May 18, 2023

17. MailChimp

    9 votes

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

18. Add taxes in catalog

    16 votes

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

19. custom variables - to display 2 or more values instead of 1 value only

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded
    Brian Gacila shared this idea  ·  May 16, 2023

20. Ability to have multiple primary signers in Forms

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded
    Brian Gacila supported this idea  ·  May 16, 2023