Settings and activity

632 results found

1. Quickbooks Integration: 2 Way Sync

   13 votes

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

   
   

   Brian Gacila supported this idea  ·  May 13, 2024

2. Ability to set custom payment amount to PandaDoc Documents

   15 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Brian Gacila supported this idea  ·  May 8, 2024

3. Make document value optional (for HR and not-commercial documents)

   6 votes

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

   
   

   Brian Gacila supported this idea  ·  May 8, 2024

4. Whiteout option on documents

   3 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  ·  May 7, 2024

5. Catalog - option to not have a price for an item

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Brian Gacila shared this idea  ·  May 7, 2024

6. Disable removing recipients in CC

   6 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  May 7, 2024

7. Epay - payment integration

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Brian Gacila shared this idea  ·  May 7, 2024

8. Edit the dimensions of insertable fields

   9 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  May 6, 2024

9. Autofill date field with sending date

   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  ·  May 6, 2024

10. HubSpot - 2 or more tokens in 1 fillable field for merge field section

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Brian Gacila shared this idea  ·  May 6, 2024

11. Stripe: send invoice after payment was made

    19 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  May 5, 2024

12. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Brian Gacila supported this idea  ·  May 1, 2024

13. Use Salesforce integration On iPad

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  May 1, 2024

14. Version History Log /Report

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  May 1, 2024

15. ConvertCalculator integration

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Brian Gacila shared this idea  ·  Apr 30, 2024

16. In the pricing tables, the ability to start at a higher number than 1 for volume based pricing.

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    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Apr 29, 2024

17. TakePayments - payment integration

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Brian Gacila shared this idea  ·  Apr 29, 2024

18. Payment notification box

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Apr 24, 2024

19. Ability to have payment trail ( history ) in version history.

    2 votes

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

    
    

    Brian Gacila supported this idea  ·  Apr 24, 2024

20. Payment gateway: Xendit

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Brian Gacila shared this idea  ·  Apr 24, 2024