Settings and activity

208 results found

1. Default settings for document forwarding

   9 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  ·  February 07, 2024  ·  Edit…  ·  Delete…

   Disable the default setting of forwarding being on

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   AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  ·  January 22, 2024

2. [Pricing Table] display Subtotal without Line Item taxes/discounts

   109 votes

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   11 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

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   AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  ·  February 01, 2024  ·  Edit…  ·  Delete…

   The ability for the total tax field per line item appears in the tax footer.

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   AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  ·  November 30, 2023

3. Document deletion restriction for non-admins/managers / restrict deleting completed documents

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  ·  January 30, 2024

4. Make.com

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   3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

   
   

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   AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  ·  January 29, 2024  ·  Edit…  ·  Delete…

   Ability to integrate Make.com in EU server

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   AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  ·  August 01, 2023  ·  Edit…  ·  Delete…

   Ability to integrate the file upload feature via make.com

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   AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  ·  August 01, 2023

5. The ability to upload multiple signatures

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  ·  January 29, 2024  ·  Edit…  ·  Delete…

   Ability to store more than 1 signatures

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6. Map Number Sequence in Fields

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   AdminJaynna Ellis Dela Llana (Admin, PandaDoc) shared this idea  ·  January 28, 2024

7. Having separate repository and folders within Image Library

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   184 votes

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   16 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not planned  ·  Molly Abrams 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!

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   AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  ·  January 24, 2024  ·  Edit…  ·  Delete…

   Being able to share image library across workspaces and do bulk upload.

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8. Descriptive Error Messages

   4 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  ·  January 24, 2024  ·  Edit…  ·  Delete…

   Improve the error message for role permissions and access

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9. Lock users from changing expiration dates

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

   
   

   AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  ·  January 24, 2024

10. conditional rule for text field

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  ·  January 23, 2024  ·  Edit…  ·  Delete…

    Ability to set advanced conditional rule in fields

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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  ·  November 02, 2023

11. Stripe Checkout payments: disable debit/credit card payments

    17 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  ·  January 23, 2024  ·  Edit…  ·  Delete…

    Ability to set up payment methods in Stripe Checkout Integration just like in the legacy.

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12. Change account timezone within the system

    78 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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.

    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  ·  January 23, 2024

13. 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

    
    

    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  ·  January 22, 2024

14. Limit credit card options

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  ·  January 22, 2024  ·  Edit…  ·  Delete…

    Remove the credit card payment option after a client has selected Auto ACH as their option.

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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  ·  January 22, 2024

15. Full Document History after clearing fields

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  ·  January 21, 2024
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  ·  January 21, 2024  ·  Edit…  ·  Delete…

    Being able to pull the field's history

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16. Manage Visibility of contacts

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

    
    

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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  ·  January 18, 2024  ·  Edit…  ·  Delete…

    Only admins and managers can access contact editing

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17. Improve PandaDoc performance with other browsers

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  ·  January 16, 2024

18. Ability to add payment processing fees

    48 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  ·  January 15, 2024

19. 2 way sync with Monday

    36 votes

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

    
    

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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) commented  ·  January 15, 2024  ·  Edit…  ·  Delete…

    Ability to import from CRM in Monday.com

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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea  ·  January 15, 2024

20. PandaDoc <> Insightly Roles and Permissions

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    AdminJaynna Ellis Dela Llana (Admin, PandaDoc) shared this idea  ·  January 14, 2024