Settings and activity

629 results found

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

   128 votes

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   20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

   Brian Gacila supported this idea  ·  Dec 21, 2022

2. Conditional fields for content library

   35 votes

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   12 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

   Brian Gacila shared this idea  ·  Dec 21, 2022

3. ClickUp

   16 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

4. 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

5. Customize who receives email notifications

   77 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

6. 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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   An error occurred while saving the comment
   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."

   Save Submitting...
   Brian Gacila supported this idea  ·  Dec 16, 2022

7. Advanced image resizing

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   45 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

   Brian Gacila supported this idea  ·  Dec 15, 2022

8. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

   143 votes

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   18 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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  ·  Dec 15, 2022

9. fillable fields for internal use only

   9 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  ·  Dec 15, 2022

10. Save and Doesn't save buttons for templates and documents

    26 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Dec 15, 2022

11. Salesforce Mobile App Capability

    43 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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 15, 2022

12. Automatically replace the content of a document with the file attached via manual "Change status" window

    7 votes

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

    
    

    Brian Gacila supported this idea  ·  Dec 14, 2022

13. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    341 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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  ·  Dec 12, 2022

14. Notification for signed but did not hit the Finish button

    23 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Dec 12, 2022

15. Ability to import information from Excel to pricing tables

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  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:

    - Copy Office Suite / Google Workspace / HTML tables into PandaDoc

    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.

    
    

    Brian Gacila supported this idea  ·  Dec 7, 2022

16. Export Contacts List

    85 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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  ·  Dec 6, 2022

17. Replace Source file for specific Page

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Brian Gacila supported this idea  ·  Dec 5, 2022

18. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

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    140 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Other  ·  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  ·  Dec 5, 2022

19. Dropdown functionality under Content Blocks

    4 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  ·  Dec 2, 2022

20. Set expiration date when uploading the document

    18 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Dec 2, 2022