Settings and activity

37 results found

1. Reporting: document progress tracking based on roles

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Rylee May supported this idea  ·  Jul 24, 2025

2. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

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   20 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

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   Rylee May commented  ·  May 1, 2025  ·  Edit…  ·  Delete…

   need to be able to add total cost of activity

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   Rylee May supported this idea  ·  May 1, 2025

3. [Smart Form] dropdown option for contact preset

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Rylee May supported this idea  ·  Apr 16, 2025

4. Remove response from form/ CSV when deleting the form response document

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   2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Rylee May supported this idea  ·  Feb 3, 2025
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   Rylee May commented  ·  Jan 31, 2025  ·  Edit…  ·  Delete…

   Additionally, could you also assist in deleting these test documents within the SmartForm? I got them removed from the documents folder, but would ideally like them removed from the CSV download option a well.

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5. Add a hyperlink in a text field

   9 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Rylee May commented  ·  Dec 2, 2024  ·  Edit…  ·  Delete…

   From a form - ability for initiator to add a hyperlink that is clickable by a future recipient in the workflow.

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   Rylee May supported this idea  ·  Dec 2, 2024

6. Automations in shared templates

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   2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Rylee May commented  ·  Sep 18, 2024  ·  Edit…  ·  Delete…

   we have several templates shared to other workspaces that we try not to have users duplicate. We would like to be able to have the ability for users to set up customizations on these based on the workspace settings/folders.

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   Rylee May supported this idea  ·  Sep 18, 2024

7. customized responses on declined documents/forms

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Rylee May supported this idea  ·  Sep 18, 2024

8. Ability to send a document back to the previous step for an update

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Rylee May shared this idea  ·  Sep 13, 2024

9. Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient

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   7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Rylee May supported this idea  ·  Jul 11, 2024

10. Smart Forms Send via text (SMS)

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Rylee May commented  ·  May 30, 2024  ·  Edit…  ·  Delete…

    Ability to require a phone number/text and not an email on a form, or have the ability that both a text and email.

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    Rylee May supported this idea  ·  May 30, 2024

11. Spellchecker: Spell Check in App like Grammarly

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    38 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

    Rylee May supported this idea  ·  May 30, 2024

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

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    25 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Rylee May supported this idea  ·  May 30, 2024

13. Reminder customization: Customize the text in reminder message

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    37 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

    Rylee May supported this idea  ·  May 30, 2024

14. Allow the recipient to change the name and pricing of products

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Rylee May supported this idea  ·  May 23, 2024

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

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    253 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

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    Rylee May commented  ·  May 2, 2024  ·  Edit…  ·  Delete…

    The ability to customize a response message once a document is received. For example, someone accesses a form link and completes the document

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    Rylee May supported this idea  ·  May 2, 2024

16. Alerts to Sender when Document is not Viewed/Signed

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    10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

    Rylee May supported this idea  ·  Apr 12, 2024

17. change expiration on form template

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

    
    

    Rylee May supported this idea  ·  Apr 5, 2024

18. Integration with screen readers (Jaws - a screen reading app)

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Rylee May supported this idea  ·  Apr 5, 2024

19. CPQ calculations: Excel Formulas.

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote rules
    • Formulas
    • Rules

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Rylee May supported this idea  ·  Jan 29, 2024

20. Shrink the height of fields (text fields)

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

    Changing Text Field Height Tutorial

    Rylee May supported this idea  ·  Jan 29, 2024