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164 results found

  1. 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  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

  2. Option to download documents in other formats: TXT

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  · 

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

    62 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) commented  · 

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

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

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

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

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

  6. 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  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  · 

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

    15 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

  8. Recipient verification on Forms (Forms email validation)

    18 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

  9. 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  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

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

    17 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

  11. forms can be renamed by recipient

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

  12. Move documents across workspaces and keep the statuses

    255 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

  13. Share saved messages across workspaces

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  · 

  14. allow recipients to choose a payment method

    10 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

  15. Integration feature with Zapier to change email subject

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

  16. Remove a template role at the step of assigning recipients by clicking the bin icon

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  · 

  17. Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    12 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

  18. Edit the Completed document with saving the signature

    214 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

  19. Bulk sign: Ability to sign multiple documents at once in the inbox.

    74 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

  20. Partial payments with Stripe: The option to divide a payment amount when collecting payments via Stripe

    10 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 
    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  · 
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