Settings and activity

632 results found

1. reporting data sent to email

   5 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Brian Gacila shared this idea  ·  Jan 22, 2023

2. content library export

   13 votes

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

   
   

   Brian Gacila supported this idea  ·  Jan 20, 2023

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

   261 votes

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   31 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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 18, 2023

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

   127 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   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.

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   Brian Gacila commented  ·  Jan 17, 2023  ·  Edit…  ·  Delete…

   change the order of the pricing table header and section header

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   Brian Gacila supported this idea  ·  Jan 17, 2023

5. Suite CRM

   10 votes

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

6. connect an agreement to a specific Stripe Product

   4 votes

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

7. Arabic / Hebrew localization: right-to-left writing

   117 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

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

   Brian Gacila supported this idea  ·  Jan 16, 2023

8. Import Contacts using CSV file directly to Pandadoc

   16 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

9. 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

10. 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  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Brian Gacila supported this idea  ·  Jan 11, 2023

11. Audit Trail - add more events

    27 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Jan 11, 2023

12. Yes or no option as a fillable field

    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  ·  Jan 11, 2023

13. 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

14. 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

15. 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

16. Extend Zapier functionality

    11 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    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

17. 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  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Brian Gacila supported this idea  ·  Dec 29, 2022

18. 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

19. Payment required to complete the document

    64 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

20. 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  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Brian Gacila supported this idea  ·  Dec 26, 2022