Settings and activity

112 results found

1. To be able to manually change the document status of Approved documents

   7 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Jun 22, 2023

2. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

   273 votes

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   49 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Jun 15, 2023

3. Ability to edit Quote Builder block via mobile app

   8 votes

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Jun 13, 2023

4. Unique document ID variable

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ shared this idea  ·  Jun 7, 2023

5. custom fields in Price Table

   13 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Jun 7, 2023

6. Approval workflow for the internal document changes

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   1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ commented  ·  Jun 7, 2023  ·  Edit…  ·  Delete…

   When a user makes changes to a template, it has to go through an approval workflow first before the template is saved.

   Save Submitting...

7. Ability to remove payments without editing document

   6 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Jun 5, 2023

8. Option to see the users who deleted a document / template

   15 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Jun 2, 2023

9. Option to download documents in other formats: TXT

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ shared this idea  ·  Jun 1, 2023

10. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

    57 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  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!

    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  May 30, 2023
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    ‌Iryna‌ Pekarchyk‌ commented  ·  May 30, 2023  ·  Edit…  ·  Delete…

    Option to set the Approval workflow at the account level, ensuring that all newly created templates and documents acquire a particular approval setting.

    Save Submitting...

11. Sum total before discounts while still showing discounts per line item

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    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  May 30, 2023

12. Permissions for specific documents: Private documents (Password protect documents internally)

    187 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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.

    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  May 29, 2023

13. Option to exclude certain templates from the “Change Opportunity Status” Trigger

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  May 23, 2023

14. Option to set up a specific subdomain for everyone who joins a workspace

    2 votes

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

    
    

    ‌Iryna‌ Pekarchyk‌ shared this idea  ·  May 18, 2023

15. Add default option for Date > Autofill with Signing Date

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Early Access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    
    

    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  May 17, 2023

16. Recipient verification on Forms (Forms email validation)

    17 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  May 15, 2023

17. add Office 365 as an option to login in the PandaDoc Mobile App

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  May 11, 2023

18. Auto-rename document logic / Rename Forms after completion

    16 votes

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

    
    

    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  May 9, 2023

19. forms can be renamed by recipient

    5 votes

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

    
    

    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  May 9, 2023

20. Move documents across workspaces and keep the statuses

    240 votes

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    32 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.

    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  May 9, 2023