Settings and activity

369 results found

1. Add documents to a bundle

   18 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Brian Gacila supported this idea  ·  Nov 14, 2023

2. Custom page sizes

   98 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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3. Generate links for documents in bulk, generate and send via links for bulk send

   10 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Brian Gacila supported this idea  ·  Nov 9, 2023

4. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

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   139 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   Brian Gacila supported this idea  ·  Nov 6, 2023

5. Option to auto delete documents based on certain criteria like time and status

   34 votes

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   12 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

   Brian Gacila supported this idea  ·  Nov 3, 2023

6. [Automations] Automatically move documents created from a template to a specific folder upon creation (while still on Draft status)

   7 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Brian Gacila supported this idea  ·  Nov 3, 2023

7. [Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato

   28 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Nov 3, 2023

8. Variables in title with Forms

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   35 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Nov 2, 2023

9. Multiple selection for radio buttons: Enable multiple optional items in Radio Buttons to be able to choose as many options as needed

   37 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

   Brian Gacila supported this idea  ·  Oct 30, 2023

10. Conditional logic for Qoute Builder

    18 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded
    Brian Gacila supported this idea  ·  Oct 27, 2023

11. Conditional Logic set up in Pricing tables

    228 votes

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    13 comments  ·  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:

    • Quote Builder rules
    • Formulas
    • Rules
    • Lookup Tables

    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  ·  Oct 27, 2023

12. signature and document forwarding in forms

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Oct 26, 2023

13. Signature settings for specific documents

    43 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    Brian Gacila supported this idea  ·  Oct 26, 2023

14. Mass Update Fields - Required/Optional and Font Size

    28 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Oct 25, 2023

15. Affirm or AfterPay

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Brian Gacila supported this idea  ·  Oct 25, 2023

16. [Quote Builder]: Change Language for Column Titles, footer field names and billing frequencies

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    20 votes

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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  ·  Oct 23, 2023

17. Save entire page with header/footer in the content library

    67 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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  ·  Oct 20, 2023

18. Ability to delete columns in the pricing table if any of the columns is restricted.

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Brian Gacila supported this idea  ·  Oct 18, 2023

19. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    152 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    An error occurred while saving the comment
    Brian Gacila commented  ·  Oct 11, 2023  ·  Edit…  ·  Delete…

    Superseded - document status

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    Brian Gacila supported this idea  ·  Jul 10, 2023

20. Option to auto-update the documents after updating the template

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Brian Gacila commented  ·  Oct 10, 2023  ·  Edit…  ·  Delete…

    option to sync updated templates to documents - from content blocks, fillable fields, variables to design

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    Brian Gacila supported this idea  ·  Oct 10, 2023