Settings and activity

307 results found

1. QuickBooks Inventory

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana shared this idea  ·  Oct 26, 2023

2. Ability to Change Time Zone for a Signature Certificate

   147 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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  ·  Oct 25, 2023

3. User Interface will also reflect in PandaDoc email notifications

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana shared this idea  ·  Oct 25, 2023

4. Update Recurring Column in Quotes: CSV: Bulk

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   1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana shared this idea  ·  Oct 25, 2023

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

   265 votes

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   33 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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  ·  Oct 25, 2023

6. [Bulk Action] Mass download templates

   50 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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  ·  Oct 25, 2023

7. Rule allowing to assign specific contacts from Hubspot to Pandadoc documents

   10 votes

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

   
   

   Jaynna Ellis Dela Llana supported this idea  ·  Oct 25, 2023
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   Jaynna Ellis Dela Llana commented  ·  Oct 25, 2023  ·  Edit…  ·  Delete…

   The capability to manage or control the selection of contacts linked to a HubSpot Deal when they are transferred to PandaDoc Documents.

   Save Submitting...

8. Webhooks for specific templates/documents

   3 votes

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

   
   

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   Jaynna Ellis Dela Llana commented  ·  Oct 25, 2023  ·  Edit…  ·  Delete…

   Detailed Documentation for Webhooks.

   Save Submitting...
   Jaynna Ellis Dela Llana supported this idea  ·  Oct 25, 2023

9. PandaDoc API : Utilize CSV data

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   1 comment  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana shared this idea  ·  Oct 24, 2023

10. Move documents across workspaces and keep the statuses

    249 votes

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    35 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.

    Jaynna Ellis Dela Llana supported this idea  ·  Oct 24, 2023

11. transfer ownership of multiple documents/folder

    44 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!

    Jaynna Ellis Dela Llana supported this idea  ·  Oct 24, 2023

12. Archive documents

    59 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  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  ·  Oct 19, 2023

13. Pricing Table - set up Default Tax: Tax calculations

    52 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • Formulas
    • Rules
    • Lookup Tables

    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  ·  Oct 19, 2023

14. Share a document link without adding a recipient's email

    14 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Oct 19, 2023

15. Conditional feature for fields that will prompt the signer to choose if required or not required

    9 votes

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

    
    

    Jaynna Ellis Dela Llana supported this idea  ·  Oct 17, 2023

16. Link fields across templates

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Oct 16, 2023

17. Spellchecker: Spell Check in App like Grammarly

    315 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

    Jaynna Ellis Dela Llana supported this idea  ·  Oct 16, 2023

18. Mark documents as read/App

    8 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  ·  Oct 15, 2023

19. disable the ability for the recipient to decline a document

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Oct 15, 2023

20. Option to define the template which document was created from

    61 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

    Jaynna Ellis Dela Llana supported this idea  ·  Oct 12, 2023