Settings and activity

257 results found

1. Option to have a collaborator in forms

   13 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

   
   

   An error occurred while saving the comment
   Jaynna Ellis Dela Llana commented  ·  Jan 21, 2025  ·  Edit…  ·  Delete…

   Client would want to add external users / collaborators so that they could see the form responses and share form URLs.

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   Jaynna Ellis Dela Llana supported this idea  ·  Nov 8, 2024

2. Conditional attachments

   8 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

   
   

   Jaynna Ellis Dela Llana supported this idea  ·  Jan 10, 2025

3. GoHighLevel CRM

   13 votes

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

   
   

   Jaynna Ellis Dela Llana supported this idea  ·  Jan 2, 2025

4. Document Status: See All Approved List

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana supported this idea  ·  Dec 30, 2024

5. Passcode: Prepopulate the passcode

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana supported this idea  ·  Dec 20, 2024

6. Add payment app to sent/viewed documents

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana supported this idea  ·  Dec 17, 2024

7. HubSpot: set variables format in PandaDoc without the change in HubSpot

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana supported this idea  ·  Dec 16, 2024

8. Aggregate Document Analytics in Reporting Dashboard

   25 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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!

   Jaynna Ellis Dela Llana supported this idea  ·  Dec 11, 2024

9. Smart Forms: Receive a Notification once the Smart Form is filled out

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana supported this idea  ·  Dec 11, 2024

10. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    45 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  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.

    Jaynna Ellis Dela Llana supported this idea  ·  Dec 10, 2024

11. Recover deleted Form [Workaround in comments]

    10 votes

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

    
    

    An error occurred while saving the comment
    Jaynna Ellis Dela Llana commented  ·  Dec 10, 2024  ·  Edit…  ·  Delete…

    Smart Forms: Ability to recover smart forms and responses

    Save Submitting...

12. Display revenue on completed documents in Reporting.

    3 votes

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

    
    

    An error occurred while saving the comment
    Jaynna Ellis Dela Llana commented  ·  Dec 9, 2024  ·  Edit…  ·  Delete…

    Reporting: Display the document cost

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13. Automation for version History

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Jaynna Ellis Dela Llana commented  ·  Dec 9, 2024  ·  Edit…  ·  Delete…

    Automation: Being able to see reporting logs of when and who enabled or disabled the automation.

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    Jaynna Ellis Dela Llana supported this idea  ·  Dec 9, 2024

14. Modify Email Body

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  ·  Dec 5, 2024

15. Email verification through passcode

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Dec 3, 2024

16. Ability to add a meeting link (hyperlink) to the document email body

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Dec 3, 2024

17. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    100 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  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.

    Jaynna Ellis Dela Llana supported this idea  ·  Nov 26, 2024

18. Document deletion via API: keep the document in trash folder

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  ·  Nov 25, 2024

19. Salesforce automation

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Nov 19, 2024

20. Notifications for the "collaborator"

    12 votes

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

    
    

    Jaynna Ellis Dela Llana supported this idea  ·  Nov 12, 2024