Settings and activity

167 results found

1. merge workspaces within one account

   19 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

   
   

   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 09, 2023

2. Export Contacts List

   77 votes

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

   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  November 08, 2023

3. Pre-filled forms

   11 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  October 31, 2023

4. Custom themes

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) shared this idea  ·  October 30, 2023

5. Fillquick

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) shared this idea  ·  October 26, 2023

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

   286 votes

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   16 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

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

   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  October 26, 2023

7. Integration capabilities with WhatsApp

   8 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  October 24, 2023

8. Make.com

   9 votes

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

   
   

   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  October 23, 2023

9. Ability to duplicate multiple fields at once

   8 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminAnonymous (Admin, PandaDoc) supported this idea  ·  October 20, 2023

10. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    39 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  October 20, 2023

11. Transfer data to: map pricing tables

    6 votes

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

    
    

    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  October 19, 2023

12. Global Settings: disable pdf download for entire account / Ability to disable the 'Download document' for recipients on the account level

    15 votes

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

    
    

    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  October 18, 2023
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    AdminAnonymous (Admin, PandaDoc) commented  ·  October 18, 2023  ·  Edit…  ·  Delete…

    Ability to enable or disable the ability to download documents from the org or workspace level

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13. Use excel to fill variables

    14 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  October 18, 2023

14. Customers / recipients can edit variables

    39 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  October 18, 2023

15. Bulk sign: Ability to sign multiple documents at once in the inbox.

    61 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Other  ·  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!

    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  October 17, 2023

16. Disable document forwarding on the workspace level

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  October 16, 2023

17. Upload custom font via file upload

    69 votes

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    Not planned  ·  4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  October 13, 2023

18. Group Check Boxes to Require One to be Checked / Select Atleast One Logic

    37 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    An error occurred while saving the comment
    AdminAnonymous (Admin, PandaDoc) commented  ·  October 12, 2023  ·  Edit…  ·  Delete…

    Allow only one checkbox to be selected in a group

    Save Submitting...
    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  September 19, 2023

19. 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

    
    

    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  October 12, 2023

20. automatically change document status to Completed

    7 votes

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

    
    

    AdminAnonymous (Admin, PandaDoc) supported this idea  ·  October 11, 2023
    An error occurred while saving the comment
    AdminAnonymous (Admin, PandaDoc) commented  ·  October 11, 2023  ·  Edit…  ·  Delete…

    When a document is sent have it show "Completed" instead of "waiting for others" when there is nothing assigned to recipients

    Save Submitting...