Settings and activity

554 results found

1. Change document status to "In Process" after one of multiple recipients has signed.

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Apr 17, 2024

2. [Payments] Receive payment by check

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   1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Apr 17, 2024

3. Dark mode for UI

   21 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Apr 17, 2024

4. Create Additional Headings

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   1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Brian Gacila supported this idea  ·  Apr 16, 2024

5. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDo

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   1 comment  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Brian Gacila supported this idea  ·  Apr 15, 2024

6. Hide Sender's email in Document Notifications

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   1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Apr 15, 2024

7. Zelle and Venmo payment integration

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   0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Apr 15, 2024

8. FreshDesk

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Brian Gacila supported this idea  ·  Apr 10, 2024

9. Remove users via SSO

   13 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   We wanted to share an update regarding [insert idea]. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

   This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

   We appreciate your understanding.

   Brian Gacila supported this idea  ·  Apr 10, 2024

10. Turn on signing order as a default setting for the account.

    22 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Apr 10, 2024

11. Automations: change document name after document completion

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Brian Gacila shared this idea  ·  Apr 9, 2024

12. Change payer after sending document

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Apr 9, 2024

13. add collaborator to a batch of document or all new documents at once

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded
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    Brian Gacila commented  ·  Apr 9, 2024  ·  Edit…  ·  Delete…

    automatically add a collaborator in a newly created document

    Save Submitting...
    Brian Gacila supported this idea  ·  Apr 9, 2024

14. Option on Mobile App to add Blocks

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    1 comment  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Brian Gacila supported this idea  ·  Apr 9, 2024

15. [Quote builder] Ability to change the background color for each product

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Apr 9, 2024

16. Hide/conceal information in variables from a recipient

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Brian Gacila shared this idea  ·  Apr 5, 2024

17. CPQ calculations: Excel Formulas.

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote rules
    • Formulas
    • 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.

    Brian Gacila supported this idea  ·  Apr 5, 2024

18. Vue.js Framework integration

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Brian Gacila shared this idea  ·  Apr 4, 2024

19. Recipient experience: select an option for full or split payment

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Brian Gacila shared this idea  ·  Apr 4, 2024

20. Set currency based on pricing table currency

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Brian Gacila shared this idea  ·  Apr 2, 2024