Settings and activity

622 results found

1. Import Contacts using CSV file directly to Pandadoc

   17 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Jan 15, 2023

2. analytics activity - viewed

   2 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  ·  Jan 12, 2023

3. Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it

   12 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Brian Gacila supported this idea  ·  Jan 11, 2023

4. Audit Trail - add more events

   29 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Jan 11, 2023

5. Yes or no option as a fillable field

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Brian Gacila shared this idea  ·  Jan 11, 2023

6. Download the PDF with the fields reflecting who they're assigned to.

   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  ·  Jan 9, 2023

7. Pass images from CRMs to documents using tokens/variables

   66 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   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 8, 2023

8. automatic collection - stripe

   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  ·  Jan 4, 2023

9. Extend Zapier functionality

   11 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Brian Gacila commented  ·  Jan 4, 2023  ·  Edit…  ·  Delete…

   "Is it possible to auto-complete the document so that I don't have to log in and click finish?"

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   Brian Gacila supported this idea  ·  Oct 7, 2022

10. Conditional feature for fields that will prompt the signer to choose if required or not required

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Brian Gacila supported this idea  ·  Dec 29, 2022

11. Update role variables

    29 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Dec 29, 2022

12. Payment required to complete the document

    66 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    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  ·  Dec 26, 2022

13. Send out different documents to different signers via Bulk Send

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Brian Gacila supported this idea  ·  Dec 26, 2022

14. Duplicate pricing table rows

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    24 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Dec 23, 2022

15. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    131 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

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

    Brian Gacila supported this idea  ·  Dec 21, 2022

16. Conditional fields for content library

    40 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

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

    Brian Gacila shared this idea  ·  Dec 21, 2022

17. ClickUp

    17 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Dec 20, 2022

18. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    87 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    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  ·  Dec 19, 2022

19. Customize who receives email notifications

    79 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    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  ·  Dec 18, 2022

20. waiting for payment and paid Doc statuses outside of payment integrations

    15 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Brian Gacila commented  ·  Dec 16, 2022  ·  Edit…  ·  Delete…

    "Subdivide the "Waiting for Payment" box on the Dashboard into two - "Waiting for Payment" and "Payment Submitted" so I have a better sense of which customers I should follow up with after signature but before payment."

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    Brian Gacila supported this idea  ·  Dec 16, 2022