Settings and activity

132 results found

1. Edit / customize text in all email notifications including Completion or Signed Email Message

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   Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  December 04, 2022

2. Schedule Sending documents

   144 votes

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   Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  December 04, 2022

3. Conditional Logic set up in Pricing tables

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   Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  December 04, 2022

4. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

   189 votes

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   Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  December 04, 2022

5. Reminder customization: Customize the text in reminder message

   264 votes

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   Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  December 04, 2022

6. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

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   362 votes

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   61 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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   In development  ·  AdminLena Zaparozhats (Associate Product Manager, PandaDoc) responded

   Great news! We are happy to announce the upcoming Beta version of Currency Formatting. We'll keep you posted on the release updates. Meanwhile we'd like to invite you to test the Beta in the beginning of March. You can enroll to the Beta programm here: https://forms.gle/T3FwRNjLzvdHuHmg8

   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  December 04, 2022

7. Customization for Decline Reasons

   30 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 30, 2022

8. An ability to create email signatures

   48 votes

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   Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 30, 2022

9. Datacenter / storage in EU

   46 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 30, 2022

10. Log in via 2FA (Two Factor Authentication) / MFA

    216 votes

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    Idea  ·  35 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 30, 2022

11. CFR-11

    82 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 30, 2022

12. Set a character limit in text boxes (fields).

    40 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 30, 2022

13. Tokens/Variables in saved messages / email body or subject

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    128 votes

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    Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 30, 2022

14. Change the color of the recipient role fillable fields in a document (template)

    206 votes

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    On roadmap  ·  24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 30, 2022

15. Auto name Documents with tokens / Use variables in Document and Forms titles

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    258 votes

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    Idea  ·  45 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 30, 2022

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

    550 votes

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    In development  ·  57 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 30, 2022

17. The option to add completed documents as attachments in Hubspot (like in SF).

    23 votes

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    Beta  ·  2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 30, 2022

18. Fields sync back to Salesforce

    44 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 30, 2022

19. Pull updated pricing table details from Salesforce to PandaDoc

    61 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 30, 2022

20. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    61 votes

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    Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 30, 2022