Settings and activity

9 results found

1. Edit / customize text in all email notifications including Completion or Signed Email Message

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   235 votes

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

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   Zalmen Freund commented  ·  Jun 7, 2024  ·  Edit…  ·  Delete…

   Customize based on the template the doc was generated from
   or based on the folder the doc lives in

   Save Submitting...
   Zalmen Freund supported this idea  ·  Jun 7, 2024

2. Edit uploaded PDFs

   259 votes

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

   Hi. We're sorry to report that we've paused development on this feature. If we begin actively developing it again, we'll share an update here.

   Zalmen Freund supported this idea  ·  Jun 7, 2024

3. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

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   48 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Being evaluated  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   
   

   Zalmen Freund supported this idea  ·  Jun 7, 2024

4. Reminder customization: Customize the text in reminder message

   343 votes

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   32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

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

   Zalmen Freund supported this idea  ·  Jun 7, 2024

5. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

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   295 votes

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   19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Early access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.

   
   

   Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

   Zalmen Freund supported this idea  ·  Jun 7, 2024

6. Have a "send reminder" PandaDoc API call.

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Zalmen Freund commented  ·  May 21, 2024  ·  Edit…  ·  Delete…

   API end point to Send Reminder Now

   Save Submitting...
   Zalmen Freund supported this idea  ·  May 21, 2024

7. Change reminders via API

   37 votes

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

   
   

   Zalmen Freund supported this idea  ·  May 17, 2024

8. Add the ability to make a field read only

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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

   
   

   Zalmen Freund supported this idea  ·  May 7, 2024

9. Group Check Boxes to Require One to be Checked / Select Atleast One Logic

   82 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Zalmen Freund supported this idea  ·  May 6, 2024