Settings and activity

301 results found

1. Webhooks for specific templates/documents

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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.

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

2. 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

3. Move documents across workspaces and keep the statuses

   248 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

4. transfer ownership of multiple documents/folder

   43 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. Spellchecker: Spell Check in App like Grammarly

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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

11. 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

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

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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

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

    60 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

14. Export details - Audit Trail

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    16 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  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 12, 2023

15. Table of contents: PDF page breaks recognition

    39 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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 12, 2023

16. Salesforce Mobile App Capability

    43 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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 12, 2023

17. Contacts: Same Email for a user but with other different contact details

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  ·  Oct 11, 2023

18. Payment Gateway: NCR payment solutions

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  ·  Oct 10, 2023

19. Download Reporting as PDF

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  ·  Oct 9, 2023

20. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

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    442 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, 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:

    • Currency formatting
    • Formulas
    • Rules
    • Lookup Tables

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    An error occurred while saving the comment
    Jaynna Ellis Dela Llana commented  ·  Oct 8, 2023  ·  Edit…  ·  Delete…

    Implement this as well in Quote Builders.

    Save Submitting...
    An error occurred while saving the comment
    Jaynna Ellis Dela Llana commented  ·  Aug 14, 2023  ·  Edit…  ·  Delete…

    Client (Michael Corr): The ability for the Pricing Table: Prices to adapt the formatting such as decimals, currency prefixes, currency format, etc.

    Save Submitting...
    Jaynna Ellis Dela Llana supported this idea  ·  Aug 14, 2023