Settings and activity

211 results found

1. Guest have admin role

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Sep 29, 2023

2. More formatting options for pricing table cells. (see description)

   9 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Anonymous supported this idea  ·  Sep 28, 2023

3. Option to generate one document link for all recipients

   16 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Anonymous supported this idea  ·  Sep 26, 2023
   Anonymous shared this idea  ·  Apr 25, 2023

4. Populate Document Expiration Date Variable before sending

   10 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Sep 25, 2023

5. Filter documents by Contacts

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Sep 21, 2023

6. Allow to edit files shared between workspaces

   5 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Sep 21, 2023

7. Ability to add signature to a completed document

   7 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Sep 20, 2023

8. Generate signature certificate even if the document is not completed by all recipients

   38 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  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.

   Anonymous supported this idea  ·  Sep 19, 2023

9. Add Zapier trigger to Change document name after completed

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Sep 15, 2023

10. choose specific time of day for document expiration

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    118 votes

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    25 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

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

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    Anonymous commented  ·  Sep 14, 2023  ·  Edit…  ·  Delete…

    Have the ability to view how many hours are left before the document expires.

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11. QR code for documents

    14 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

    Anonymous supported this idea  ·  Sep 7, 2023

12. Document creation only in Salesforce

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Aug 30, 2023

13. [Workspaces] Sync or copy contacts from one workspace to another

    23 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Aug 30, 2023

14. Emails sent from PandaDoc to be copied into HubSpot

    7 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Aug 28, 2023

15. Co-Owner Role for documents

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Aug 28, 2023

16. Set date field manually then make uneditable

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Aug 25, 2023

17. Spellchecker: Spell Check in App like Grammarly

    322 votes

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

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

    Anonymous supported this idea  ·  Aug 25, 2023

18. price ranges for quotes

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Aug 24, 2023

19. filter contacts

    8 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Aug 22, 2023
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    Anonymous commented  ·  Aug 22, 2023  ·  Edit…  ·  Delete…

    Allow contacts to be filtered based on documents declined and expired statuses. Then download those to .CSV file

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    Anonymous commented  ·  May 5, 2023  ·  Edit…  ·  Delete…

    Also, have the ability to filter based on paid status

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20. Signature setting per user

    22 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Aug 8, 2023