Settings and activity

321 results found

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

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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.

   Anonymous supported this idea  ·  Jul 12, 2023

2. Add attachments to email messages

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jul 12, 2023

3. We need to use exclusively PAdES or CAdES format for signature

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   0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Jul 12, 2023

4. have more than 1 signer to use Qualified electronic signature (QES)

   33 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

   Anonymous supported this idea  ·  Jul 10, 2023

5. Button to delete your account

   7 votes

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

   
   

   Anonymous supported this idea  ·  Jul 7, 2023

6. Dropdown in the pricing table

   46 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

   • Formulas
   • Rules
   • Lookup Tables

   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.

   Anonymous supported this idea  ·  Jul 7, 2023

7. Percentage calculation

   23 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jul 6, 2023

8. Ability to set date field validation (any, future, past) from PDF via API

   8 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Anonymous supported this idea  ·  Jul 5, 2023

9. Modify the sales receipt in Quickbooks

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Anonymous supported this idea  ·  Jul 3, 2023

10. Use excel to fill variables

    15 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  ·  Jun 21, 2023

11. email address can be changed in the Android phone app

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

    
    

    Anonymous supported this idea  ·  Jun 20, 2023

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

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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

    
    

    Anonymous supported this idea  ·  Jun 16, 2023

13. create a report from the documents created per recipient

    13 votes

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

    
    

    Anonymous supported this idea  ·  Jun 16, 2023

14. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    23 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jun 16, 2023

15. Counting finished forms and not form responses (just opened / started forms)

    6 votes

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    Not Planned  ·  0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Jun 15, 2023

16. Allow collaborator's to add/create documents to a "shared with me" folder

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Anonymous supported this idea  ·  Jun 13, 2023

17. Email formatting

    24 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jun 7, 2023

18. Customize Start / Finish button text

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jun 6, 2023

19. ATS

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Anonymous commented  ·  Jun 6, 2023  ·  Edit…  ·  Delete…

    We would like to be able to connect our Salesforce-based ATS with Pandadoc.

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    Anonymous supported this idea  ·  Jun 6, 2023

20. Connect two separate CRM accounts to one PandaDoc workspace.

    7 votes

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

    
    

    Anonymous supported this idea  ·  Jun 1, 2023