Settings and activity

18 results found

1. ability to change the orientation of the added video to portrait or vertically oriented

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   AdminJanika Merquita (Admin, PandaDoc) supported this idea  ·  March 25, 2024

2. Conditional signers based on document value (i.e. if doc value is over $5k, Recipient B is signer instead of Recipient A)

   24 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Delete…  ·  Admin →
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   AdminJanika Merquita (Admin, PandaDoc) supported this idea  ·  January 31, 2024

3. Option to have filter by user in the Document Activity (Dashboard)

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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4. Rippling

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminJanika Merquita (Admin, PandaDoc) supported this idea  ·  December 07, 2023
   AdminJanika Merquita (Admin, PandaDoc) shared this idea  ·  July 06, 2023

5. Ability to See Attachments on Mobile App - Ios

   11 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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   AdminJanika Merquita (Admin, PandaDoc) supported this idea  ·  December 06, 2023

6. Conditional Content Approval

   15 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminJanika Merquita (Admin, PandaDoc) supported this idea  ·  November 28, 2023

7. Automations: Forms: Move created Sent or Completed Form Documents to a Folder

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   AdminJanika Merquita (Admin, PandaDoc) supported this idea  ·  November 28, 2023

8. doc status change date instead of modified date to be reflected in SF PandaDoc lightning component

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminJanika Merquita (Admin, PandaDoc) supported this idea  ·  November 22, 2023

9. Spellchecker: Spell Check in App like Grammarly

   260 votes

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   28 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.

   AdminJanika Merquita (Admin, PandaDoc) supported this idea  ·  October 17, 2023

10. Have fields automatically format based on the selected validation

    6 votes

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

    
    

    AdminJanika Merquita (Admin, PandaDoc) supported this idea  ·  September 08, 2023

11. Change Time Zone for Date Variable

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    36 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminJanika Merquita (Admin, PandaDoc) supported this idea  ·  September 08, 2023

12. Ability to copy forms into another workspace

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    AdminJanika Merquita (Admin, PandaDoc) supported this idea  ·  September 07, 2023

13. Change status inside the document

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminJanika Merquita (Admin, PandaDoc) shared this idea  ·  August 09, 2023

14. Notifications about all document changes and updates for all recipients

    19 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    AdminJanika Merquita (Admin, PandaDoc) supported this idea  ·  July 27, 2023

15. Tokens/Variables in saved messages / email body or subject

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    176 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding tokens/variables in saved messages and email. 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.

    An error occurred while saving the comment
    AdminJanika Merquita (Admin, PandaDoc) commented  ·  June 21, 2023  ·  Edit…  ·  Delete…

    Just got a product idea related to this request:

    If the customer will use Saved Messages when sending out the document, it would be really good to have variables instead of typing them every time.

    Save Submitting...
    AdminJanika Merquita (Admin, PandaDoc) supported this idea  ·  June 21, 2023

16. Delete a role and related fields at the time of document creation.

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    AdminJanika Merquita (Admin, PandaDoc) supported this idea  ·  May 18, 2023

17. Content Library syncing to multiple workspaces

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    AdminJanika Merquita (Admin, PandaDoc) shared this idea  ·  May 15, 2023

18. 2-way sync with Insightly

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminJanika Merquita (Admin, PandaDoc) supported this idea  ·  March 28, 2023