Settings and activity

276 results found

1. conditional rule for text field

   12 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   Anonymous supported this idea  ·  Jan 27, 2025

2. Set (all) Field Defaults by Workspace

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Anonymous supported this idea  ·  Jan 27, 2025

3. delete a workspace or archive a workspace

   68 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminJoan Nocon (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!

   Anonymous supported this idea  ·  Jan 23, 2025

4. link products in the catalogue to existing products in Stripe

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Anonymous supported this idea  ·  Jan 23, 2025

5. Option to have in-person signing only

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Anonymous supported this idea  ·  Jan 21, 2025

6. Request for Consistent Formatting of Word Docx and Google Docx Uploads

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   22 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Anonymous supported this idea  ·  Jan 20, 2025

7. [Quote Builder]: Change Language for Column Titles, footer field names and billing frequencies

   20 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Anonymous supported this idea  ·  Jan 17, 2025

8. Reporting: Document Analytics by Approver

   12 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
   Not Planned  ·  Valeryia Baranava 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!

   Anonymous supported this idea  ·  Jan 15, 2025

9. Customize the prompt for blank variables

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Anonymous supported this idea  ·  Jan 15, 2025

10. Option to change page properties if the page was uploaded

    13 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
    Lindsey Schocke responded
    Anonymous supported this idea  ·  Jan 2, 2025

11. Conditional fields for content library

    42 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

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

    Anonymous supported this idea  ·  Jan 1, 2025

12. Link Forms to crm

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Anonymous supported this idea  ·  Dec 31, 2024

13. Sort templates shown when creating documents via CRM integrations

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Valeryia Baranava responded
    Anonymous supported this idea  ·  Dec 18, 2024

14. Make all fields required in single click

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Anonymous supported this idea  ·  Dec 17, 2024

15. Ability to duplicate multiple fields at once

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Fields (new experience)

    Fields (classic experience)

    Anonymous supported this idea  ·  Dec 17, 2024

16. Support Quote builder localisation on exported PDFs

    26 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Quote, localized based on your profile language, will be inherited in exported pdfs.

    It will be applied to newly added quote blocks only.

    Anonymous supported this idea  ·  Nov 28, 2024

17. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    •  

    67 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    Anonymous supported this idea  ·  Nov 11, 2024

18. Bulk update room templates

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    Anonymous shared this idea  ·  Nov 6, 2024

19. Set Document Value thru API

    19 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Valeryia Baranava responded
    Anonymous supported this idea  ·  Nov 4, 2024

20. Customize who receives email notifications

    79 votes

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

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

    Anonymous supported this idea  ·  Nov 1, 2024