Settings and activity

223 results found

1. Dropdown in the pricing table

   36 votes

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   2 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminChristopher Ragland (Community Forums Manager, 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!

   Anonymous supported this idea  ·  Apr 12, 2023

2. AI driven auto-fill using prior answer

   3 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Apr 10, 2023

3. Add Japanese as UI Tanslation

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

   
   

   Anonymous shared this idea  ·  Apr 3, 2023

4. Customize message in the Send Document box.

   12 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 30, 2023

5. Merge vertical cells in Pricing table

   46 votes

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   5 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (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!

   Anonymous supported this idea  ·  Mar 30, 2023

6. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

   134 votes

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   19 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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. 

   
   

   PandaDoc does have a feature to manage access to content - Workspaces. Workspaces are a great solution to distribute and manage content easily not just across separate teams or departments. Separate workspaces can also be created for different projects, for templates you no longer use but don't wish to delete, and templates that are still a work in progress or have not been approved for use. You can learn more about workspaces here.

   
   

   Templates can also be shared across workspaces, if needed. These shared templates can be used to create and send new documents, but cannot be edited. You can learn more about sharing content across workspaces here.

   
   

   Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. 

   
   

   Thank you!

   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. 

   
   

   PandaDoc does have a feature to manage access to content - Workspaces. Workspaces are a great solution to distribute and manage content easily not just across separate teams or departments. Separate workspaces can also be created for different projects, for templates you no longer use but don't wish to delete, and templates that are still a work in progress or have not been approved for use. You can learn more about workspaces here.

   
   

   Templates can also be shared across workspaces, if needed. These shared templates can be used to create and send new documents, but cannot be edited. You can learn more about sharing content across workspaces here.

   
   

   Please keep upvoting this idea so we can keep considering it every time we work… more

   Anonymous supported this idea  ·  Mar 29, 2023

7. conditional logic in form

   3 votes

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

   
   

   Anonymous supported this idea  ·  Mar 28, 2023

8. Recipients list

   6 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 28, 2023

9. [Reporting] Reporting based on document tags

   23 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 27, 2023

10. Add headers and footers to cover pages

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 24, 2023

11. Multi-Step Form

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    Anonymous shared this idea  ·  Mar 23, 2023

12. Conditional Field Within a Conditional Field

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    Anonymous shared this idea  ·  Mar 22, 2023

13. Allow user access to certain document folders or documents

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Anonymous supported this idea  ·  Mar 22, 2023

14. Optional section in pricing table

    23 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 21, 2023

15. Collect Card Details without Payment Integrations

    12 votes

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

    
    

    Anonymous supported this idea  ·  Mar 21, 2023

16. Limit rights for collaborators

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    Anonymous supported this idea  ·  Mar 20, 2023

17. Upload custom font via file upload

    65 votes

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    Not planned  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 20, 2023

18. Select Multiple Contacts and add them to a Document

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    Anonymous shared this idea  ·  Mar 14, 2023

19. Automatically place signature/initial or any field on every page by dropping it once

    32 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 13, 2023

20. Link/unlink documents to/from Contacts and Company objects in Hubspot

    25 votes

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    4 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 13, 2023