Settings and activity

18 results found

1. Allow issuing Forms from API

   4 votes

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

2. Sort Forms into different folders

   17 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 19, 2023

3. Filter timeline activity log

   5 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

   7 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. Custom Consumer Consent wording when collecting signatures

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 9, 2023

6. 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

7. Specify days and time of auto-reminders

   29 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 4, 2023

8. WCAG 2.0 accessibility compliance

   7 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Dec 28, 2022

9. 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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   Anonymous supported this idea  ·  Dec 28, 2022

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

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    91 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Dec 5, 2022

11. Move documents across workspaces and keep the statuses

    84 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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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

12. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    483 votes

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    Idea  ·  52 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Oct 20, 2022

13. Pass contract terms information into Stripe

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Oct 18, 2022

14. Schedule Sending documents

    117 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Oct 12, 2022

15. Pull Hubspot rich text fields

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  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

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16. Edit uploaded PDFs: OCR

    169 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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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

17. Set pricing table currency upon document creation via API

    3 votes

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

    
    

    Anonymous shared this idea  ·  Sep 15, 2022

18. Approval Workflow auto-reminders

    5 votes

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

    
    

    Anonymous supported this idea  ·  Aug 31, 2022