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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  ·  Admin →
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    Anonymous supported this idea  · 

  2. Sort Forms into different folders

    33 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  3. Filter timeline activity log

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  4. Delete Timeline from Dashboard

    9 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  5. make template inactive

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Anonymous supported this idea  · 

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

    128 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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  · 

  8. Move documents across workspaces and keep the statuses

    249 votes

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    35 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Anonymous commented  · 

    Ability to transfer documents from one workspace to another workspace

    Anonymous supported this idea  · 

  9. Schedule Sending documents

    276 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. 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.

    Anonymous supported this idea  · 

  10. Pull Hubspot rich text fields

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Anonymous commented  · 

    pulling rich text field from Hubspot to PandaDoc

  11. Edit uploaded PDFs

    280 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous commented  · 

    make a pdf editable aside from manually typing it

    Anonymous supported this idea  · 

  12. Set pricing table currency upon document creation via API

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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  13. Approval Workflow auto-reminders

    22 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Anonymous supported this idea  ·