Settings and activity

86 results found

1. Copy Smart content Templates between workspace

   19 votes

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

   
   

   AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  May 01, 2024

2. customize SMS verification

   5 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  May 01, 2024

3. Aggregate Document Analytics in Reporting Dashboard

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  May 01, 2024

4. Conditional Field Within a Conditional Field

   8 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

   
   

   AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  April 19, 2024

5. Approval Workflow auto-reminders

   18 votes

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

   
   

   AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  April 19, 2024

6. Pre-sign template (or a Form): Fill in signature on template level

   223 votes

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   27 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   Hi there!

   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! Thank you!

   AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  April 19, 2024

7. ADP

   6 votes

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

   
   

   AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  April 18, 2024

8. Transfer ownership for Forms

   42 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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!

   AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  April 15, 2024

9. [Bulk Action] Upload Multiple Images into Document or Template

   12 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  April 12, 2024

10. smart content: more than one rule

    6 votes

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

    
    

    AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  April 11, 2024

11. Reminder customization: Customize the text in reminder message

    324 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

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

    AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  April 05, 2024

12. Mandate Recipient passcode verification

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    
    

    AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  April 04, 2024

13. Allow additional page formats and custom sizes

    92 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

    AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  March 27, 2024

14. Transfer / swap user licenses from one user to another

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    30 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  March 15, 2024

15. Remove logo from branding entirely within a workspace

    4 votes

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

    
    

    AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  March 14, 2024

16. Ability to delete logo

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  March 14, 2024

17. Automatic document forwarding to another PandaDoc user when initial user is on vacation

    6 votes

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

    
    

    AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  March 07, 2024

18. Switch Workspaces in Salesforce

    28 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  March 04, 2024

19. Individual Messages for Recipients

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  March 04, 2024

20. Add Graphs/Charts functionality

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    31 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminKaren O'Connor (Admin, PandaDoc) supported this idea  ·  February 27, 2024