Settings and activity

625 results found

1. The ability to change the statuses of the document to any possible status manually.

   29 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   An error occurred while saving the comment
   Brian Gacila commented  ·  Jan 30, 2023  ·  Edit…  ·  Delete…

   change document status from completed to sent

   Save Submitting...
   Brian Gacila supported this idea  ·  Jan 30, 2023

2. Disable Finish Button

   10 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Brian Gacila supported this idea  ·  Jan 30, 2023

3. Edit Approval Workflow without editing doc

   24 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Brian Gacila supported this idea  ·  Jan 30, 2023

4. Adding a "Complete" status to the documents with payment gateways

   4 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Brian Gacila supported this idea  ·  Jan 30, 2023

5. Access and complete the form without entering any information or email address

   23 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Brian Gacila supported this idea  ·  Jan 30, 2023

6. Enable default payment app for all templates, documents and forms

   2 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Brian Gacila shared this idea  ·  Jan 30, 2023

7. Copy the page from one document to another.

   17 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Brian Gacila supported this idea  ·  Jan 25, 2023

8. More design options for editor

   17 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   An error occurred while saving the comment
   Brian Gacila commented  ·  Jan 25, 2023  ·  Edit…  ·  Delete…

   eraser feature similar to MS paint - for PDF

   Save Submitting...
   Brian Gacila supported this idea  ·  Jan 25, 2023

9. Filter timeline activity log

   6 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Brian Gacila supported this idea  ·  Jan 24, 2023

10. Text blocks with several columns of text

    14 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Brian Gacila supported this idea  ·  Jan 24, 2023

11. Payment required to view the document

    7 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Brian Gacila supported this idea  ·  Jan 24, 2023

12. Partial payments with Stripe: The option to divide a payment amount when collecting payments via Stripe

    10 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Idea  ·  Lindsey Schocke responded

    
    

    Brian Gacila supported this idea  ·  Jan 24, 2023

13. improved collaborators feature: track changes

    8 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Brian Gacila supported this idea  ·  Jan 24, 2023

14. Option to Not make a recipient as signer when assigned to a field

    8 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Brian Gacila supported this idea  ·  Jan 23, 2023

15. Offline Storage of completed document

    11 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    An error occurred while saving the comment
    Brian Gacila commented  ·  Jan 23, 2023  ·  Edit…  ·  Delete…

    store completed documents into a folder

    Save Submitting...
    Brian Gacila supported this idea  ·  Jan 23, 2023

16. adjust the signed pdf name of the completed document

    6 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Brian Gacila supported this idea  ·  Jan 22, 2023

17. reporting data sent to email

    5 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Brian Gacila shared this idea  ·  Jan 22, 2023

18. content library export

    14 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    3 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Brian Gacila supported this idea  ·  Jan 20, 2023

19. Pre-sign template (or a Form): Fill in signature on template level

    267 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    33 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

    Brian Gacila supported this idea  ·  Jan 18, 2023

20. Add up multiple pricing tables to create a summary table

    131 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    14 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    In Development  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Quote Builder

    - Quote data fields

    - Quote rules

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    An error occurred while saving the comment
    Brian Gacila commented  ·  Jan 17, 2023  ·  Edit…  ·  Delete…

    change the order of the pricing table header and section header

    Save Submitting...
    Brian Gacila supported this idea  ·  Jan 17, 2023