Settings and activity

151 results found

1. Enable suggestions by default

   2 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  ·  Feb 22, 2023

2. Automatic email response with next steps after recipient has signed and or paid

   13 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Anonymous commented  ·  Feb 22, 2023  ·  Edit…  ·  Delete…

   Have notification of when a payment is made

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   Anonymous supported this idea  ·  Feb 22, 2023

3. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

   106 votes

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

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   Anonymous commented  ·  Feb 21, 2023  ·  Edit…  ·  Delete…

   Notification to the sender when a document expires. Notification should go to both the sender and recipient.

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   Anonymous supported this idea  ·  Feb 21, 2023
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   Anonymous commented  ·  Feb 17, 2023  ·  Edit…  ·  Delete…

   Also, ability to notify the Sender as well

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4. Make Payment Optional

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 16, 2023

5. Ability to draw on the document/template

   11 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 17, 2023

6. Edit uploaded PDFs

   301 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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  ·  Jan 5, 2023

7. option to bulk cc a recipient for all documents

   10 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Anonymous commented  ·  Jan 4, 2023  ·  Edit…  ·  Delete…

   Bulk remove CC's recipients

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   Anonymous supported this idea  ·  Jan 4, 2023

8. Dashboard Approval

   14 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 3, 2023

9. Format data coming in from Salesforce

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Dec 15, 2022

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

    54 votes

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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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    Anonymous commented  ·  Dec 8, 2022  ·  Edit…  ·  Delete…

    The customer needs to be able to edit the catalog item prices.

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    Anonymous supported this idea  ·  Dec 8, 2022

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

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    256 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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    Anonymous commented  ·  Dec 5, 2022  ·  Edit…  ·  Delete…

    sending custom follow-up emails when a document is completed would be VERY helpful for our workflow.

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    Anonymous supported this idea  ·  Dec 5, 2022