Settings and activity

635 results found

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

   8 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  ·  Jun 2, 2023

2. Recover deleted Form [Workaround in comments]

   8 votes

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

   
   

   Brian Gacila supported this idea  ·  Jun 2, 2023

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

   4 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

4. automations: transfer content blocks to another document

   8 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

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

   183 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) 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

6. option to modify or delete commision number in Notary Stamp

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   0 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  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 shared this idea  ·  May 27, 2023

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

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Brian Gacila shared this idea  ·  May 27, 2023

8. Disable suggestions from catalog in pricing table when typing

   15 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  ·  May 26, 2023

9. Do not add text blocks when uploading a .docx file, but keep document editable

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Brian Gacila shared this idea  ·  May 23, 2023

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

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Brian Gacila shared this idea  ·  May 23, 2023

11. Automatically generating PDF invoices from quotes created in PandaDoc

    8 votes

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

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

    10 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  May 18, 2023

13. MailChimp

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  May 17, 2023

14. Add taxes in catalog

    14 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  May 17, 2023

15. 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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    Idea  ·  Lindsey Schocke responded

    
    

    Brian Gacila shared this idea  ·  May 16, 2023

16. 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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    Idea  ·  Lindsey Schocke responded

    
    

    Brian Gacila supported this idea  ·  May 16, 2023

17. Different Header/Footers for Each Page

    143 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) 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 16, 2023

18. Xero

    139 votes

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

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    Brian Gacila supported this idea  ·  May 16, 2023

19. Ability to add a multiplier and apply it to both product price and hidden cost.

    5 votes

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    0 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  ·  May 16, 2023

20. Pipeline Deals CRM

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  May 14, 2023