Settings and activity

249 results found

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

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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

2. Recover deleted Form [Workaround in comments]

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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

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3. Display revenue on completed documents in Reporting.

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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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4. Automation for version History

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   1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   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

5. Modify Email Body

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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

6. 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

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

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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

8. 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  ·  AdminJoan Nocon (Admin, 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

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

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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

10. Salesforce automation

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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

11. 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

12. Option to have a collaborator in forms

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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 8, 2024

13. More formatting options for pricing table cells. (see description)

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Jaynna Ellis Dela Llana supported this idea  ·  Nov 7, 2024

14. Smart Content based on Quote Builder

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Nov 5, 2024

15. Variable Calculations: Basic Mathematical Operations

    56 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote rules

    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.

    Jaynna Ellis Dela Llana supported this idea  ·  Nov 1, 2024

16. PipeDrive connection

    19 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Nov 1, 2024

17. Pricing table: disable the option for the recipient to select products if the field is assigned to them

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    2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana commented  ·  Oct 31, 2024  ·  Edit…  ·  Delete…

    Ability to select from the pricing table or CPQ even if there's no field in the document or signer in the document.

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    Jaynna Ellis Dela Llana supported this idea  ·  Oct 31, 2024

18. Importing your Google contacts (postal address)

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Oct 30, 2024

19. Option to have a recipient to sign the document and forward it to another signer with saved field values

    41 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Jaynna Ellis Dela Llana commented  ·  Oct 22, 2024  ·  Edit…  ·  Delete…

    Ability to retain the information in the fields before it was forwarded

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    Jaynna Ellis Dela Llana supported this idea  ·  Sep 18, 2024

20. If the same user is being a part of multiple approvers groups on a single document, notifications should be sent separately for each group

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana commented  ·  Oct 16, 2024  ·  Edit…  ·  Delete…

    If you are in the same group of approvers you should have the option to pick which group to approve

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    Jaynna Ellis Dela Llana supported this idea  ·  Oct 16, 2024