Settings and activity

635 results found

1. Recurring payment in Quickbooks

   73 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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   Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

   Brian Gacila supported this idea  ·  Jul 17, 2023

2. Resize content blocks when an image is resized.

   4 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  ·  Jul 16, 2023

3. Add Graphs/Charts functionality

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   34 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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  ·  Jul 16, 2023

4. Tally for Forms as Survey

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Brian Gacila shared this idea  ·  Jul 12, 2023

5. Send notification to recipient for declined document

   8 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  ·  Jul 12, 2023

6. Fillable field - automatically expanding while recipients type on it

   5 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Brian Gacila shared this idea  ·  Jul 11, 2023

7. Grand Total for 2 Different Pricing Table

   42 votes

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   4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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  ·  Jul 10, 2023

8. ability (button) to download a PDF of a Form

   36 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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  ·  Jul 10, 2023

9. Add a block for Approved/Rejected documents that are in an approval Workflow

   2 votes

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

   
   

   Brian Gacila supported this idea  ·  Jul 6, 2023

10. Export emojis to PDF

    11 votes

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

    
    

    Brian Gacila supported this idea  ·  Jul 5, 2023

11. Convert a form to a template

    121 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Solution exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

    We hope these resources 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  ·  Jul 5, 2023

12. approval workflow to be edited with Creator license

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Brian Gacila shared this idea  ·  Jul 5, 2023

13. Auto fill repeating fields - signature and initials fields

    19 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  ·  Jul 5, 2023

14. initials field - customization

    3 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  ·  Jul 5, 2023

15. API - add "Required" value for fillable fields in getting template details

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Brian Gacila shared this idea  ·  Jul 5, 2023

16. conditional fields - add more fields per rule, beyond 100

    2 votes

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

17. Improved connection to Square

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Jul 1, 2023

18. [Reporting] Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.

    13 votes

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

    
    

    An error occurred while saving the comment
    Brian Gacila commented  ·  Jul 1, 2023  ·  Edit…  ·  Delete…

    Reporting feature - CSV export of completed documents with list of signers only

    Save Submitting...
    Brian Gacila supported this idea  ·  Jul 1, 2023

19. face verification/identification

    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 30, 2023

20. Option to define the template which document was created from

    58 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

    Brian Gacila supported this idea  ·  Jun 29, 2023