Settings and activity

24 results found

1. [Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato

   24 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Josene Balonzo supported this idea  ·  Apr 5, 2023

2. private dashboard of docs that contained financial info

   6 votes

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

   
   

   Josene Balonzo supported this idea  ·  Apr 5, 2023

3. PandaDoc to Bullhorn CRM

   1 vote

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

   
   

   Josene Balonzo shared this idea  ·  Apr 3, 2023

4. transfer ownership of multiple documents/folder

   42 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   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!

   Josene Balonzo supported this idea  ·  Apr 3, 2023

5. Move documents across workspaces and keep the statuses

   238 votes

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   32 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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.

   Josene Balonzo supported this idea  ·  Mar 29, 2023

6. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

   272 votes

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   49 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   
   

   Josene Balonzo supported this idea  ·  Mar 22, 2023

7. Ability to manually rearrange the order of the content library items used in a specific template smart content block

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   3 votes

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

   
   

   Josene Balonzo supported this idea  ·  Mar 22, 2023

8. text to voice features for people with disabilities

   3 votes

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

   
   

   Josene Balonzo shared this idea  ·  Mar 22, 2023

9. ChargeBee

   10 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Josene Balonzo supported this idea  ·  Mar 22, 2023

10. Inline comments in templates

    25 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Josene Balonzo supported this idea  ·  Mar 22, 2023

11. play video in presentation mode after the document is sent

    5 votes

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

    
    

    Josene Balonzo supported this idea  ·  Mar 22, 2023

12. Grand Total for 2 Different Pricing Table

    43 votes

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    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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!

    Josene Balonzo supported this idea  ·  Mar 21, 2023

13. Delete attached file that was upload via manual status change

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Josene Balonzo shared this idea  ·  Mar 21, 2023

14. Auto-Reminders For Bulk Send

    27 votes

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

    
    

    Josene Balonzo supported this idea  ·  Mar 20, 2023

15. Automatic conversion of Excel file to PDF within PandaDoc

    11 votes

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

    
    

    Josene Balonzo supported this idea  ·  Mar 17, 2023

16. An ability to expand the size of the Date field

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Josene Balonzo supported this idea  ·  Mar 16, 2023

17. Auto-fill sender's signature once the document is signed by the client

    46 votes

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

    
    

    Josene Balonzo supported this idea  ·  Mar 16, 2023

18. Replace Source file for specific Page

    13 votes

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

    
    

    Josene Balonzo supported this idea  ·  Mar 14, 2023

19. Highlight Text on an uploaded document

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Josene Balonzo supported this idea  ·  Mar 10, 2023

20. Hide some pages from one of the signers / recipients

    46 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  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.

    Josene Balonzo supported this idea  ·  Mar 8, 2023