Settings and activity

13 results found

1. Allow issuing Forms from API

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 23, 2023

2. Sort Forms into different folders

   33 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 19, 2023

3. Filter timeline activity log

   6 votes

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

   
   

   Anonymous supported this idea  ·  Jan 19, 2023

4. Delete Timeline from Dashboard

   8 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 19, 2023

5. make template inactive

   3 votes

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

   
   

   Anonymous supported this idea  ·  Jan 9, 2023

6. An ability to add decimals in the "Numbers only" text field

   5 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

   
   

   Anonymous supported this idea  ·  Dec 28, 2022

7. Set Variable formatting passed from CRM (commas in variables)

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   121 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

   Thanks for your suggestions – they're helping us make our platform better for everyone.

   Anonymous supported this idea  ·  Dec 5, 2022

8. Move documents across workspaces and keep the statuses

   209 votes

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   26 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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.

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   Anonymous commented  ·  Nov 16, 2022  ·  Edit…  ·  Delete…

   Ability to transfer documents from one workspace to another workspace

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   Anonymous supported this idea  ·  Nov 16, 2022

9. Schedule Sending documents

   251 votes

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   25 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   Anonymous supported this idea  ·  Oct 12, 2022

10. Pull Hubspot rich text fields

    7 votes

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

    
    

    Anonymous shared this idea  ·  Sep 27, 2022
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    Anonymous commented  ·  Sep 27, 2022  ·  Edit…  ·  Delete…

    pulling rich text field from Hubspot to PandaDoc

    Save Submitting...

11. Edit uploaded PDFs

    268 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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.

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    Anonymous commented  ·  Sep 26, 2022  ·  Edit…  ·  Delete…

    make a pdf editable aside from manually typing it

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    Anonymous supported this idea  ·  Sep 26, 2022

12. Set pricing table currency upon document creation via API

    7 votes

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

    
    

    Anonymous shared this idea  ·  Sep 15, 2022

13. Approval Workflow auto-reminders

    20 votes

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

    
    

    Anonymous supported this idea  ·  Aug 31, 2022