Settings and activity

19 results found

1. Full timestamp in document on date field

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   1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   
   

   Valeria Bogush supported this idea  ·  Mar 22, 2024

2. Allow additional page formats and custom sizes

   92 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Early access  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   Hi there! Good news: we have already started working on the US legal and A3 , page sizes and it's now ready for Early Access. If you'd like to test it, reach out to our Support team through your PandaDoc account.

   Valeria Bogush supported this idea  ·  Mar 22, 2024

3. See changes made to a document/template in version history

   19 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

   
   

   Valeria Bogush supported this idea  ·  Mar 22, 2024

4. when bulk downloading documents save them as PDF, not in ZIP file

   6 votes

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

   
   

   Valeria Bogush supported this idea  ·  Mar 6, 2024

5. Ability to save bundled documents separately within Salesforce

   7 votes

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

   
   

   Valeria Bogush supported this idea  ·  Mar 6, 2024

6. Ability for the document text and field to sync spacing/formatting

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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7. Document link to SalesForce Quote record

   5 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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8. ability to download a csv file for sent documents

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Valeria Bogush supported this idea  ·  Dec 18, 2023

9. Add endpoint to share templates via API

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Valeria Bogush shared this idea  ·  Dec 13, 2023

10. White-labelling of the T&C block under the signature

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Valeria Bogush shared this idea  ·  Dec 13, 2023

11. Template Revisions Endpoint

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Valeria Bogush shared this idea  ·  Dec 13, 2023

12. Template Thumbnails (embedding)

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Valeria Bogush shared this idea  ·  Dec 13, 2023

13. Add sub-bullet points to the bullet points in the catalog.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Valeria Bogush shared this idea  ·  Nov 22, 2023

14. Save signature created in PD as PNG

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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15. Make document value optional (for HR and not-commercial documents)

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Valeria Bogush supported this idea  ·  Mar 29, 2023

16. Downloading attachments along with the document they are attached to

    163 votes

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    25 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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.

    Valeria Bogush supported this idea  ·  Mar 29, 2023

17. Variables contain formulas: variable calculations

    152 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Not planned  ·  Molly Abrams 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!

    Valeria Bogush supported this idea  ·  Feb 22, 2023

18. Completed to paid status manually

    27 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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19. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    87 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.