Settings and activity

324 results found

1. Approval workflow in forms

   35 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

   Grace Ann Bacolod supported this idea  ·  Feb 4, 2025

2. Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.

   27 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Grace Ann Bacolod supported this idea  ·  Feb 1, 2025

3. Subtotal to be used more than once in the pricing table

   15 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Feb 1, 2025

4. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

   102 votes

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   5 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.

   Grace Ann Bacolod supported this idea  ·  Jan 30, 2025

5. Save and Doesn't save buttons for templates and documents

   26 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Jan 30, 2025

6. Support Klarna as a Payment Method via Stripe

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Jan 30, 2025

7. Edit the Completed document with saving the signature

   212 votes

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   12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  Katie Hudson responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. 

   Grace Ann Bacolod supported this idea  ·  Jan 30, 2025

8. Remove content library suggestion when adding a blank page

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Jan 25, 2025

9. Manually change the document status from Paid to Declined

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Jan 24, 2025

10. [Quote Builder]: Change Language for Column Titles, footer field names and billing frequencies

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    19 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 23, 2025

11. Pass files from SalesForce files to PandaDoc

    12 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 23, 2025

12. Use Variables inside Quote Builder

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    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 22, 2025

13. Ability to start an autonumbering set of paragraphs from any other number than 1

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 21, 2025

14. Salesforce: sync subtotal from PandaDoc to opportunity

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 17, 2025

15. Salesforce - Opportunity Product update in Draft status

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 17, 2025

16. API - 1 email to on different roles

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 16, 2025

17. Add Option to Automatically Include Currency Symbols in Custom Columns When Pulled from HubSpot Fields Without Currency Formatting

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 16, 2025

18. pass tokens HubSpot to PD forms

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

    Grace Ann Bacolod supported this idea  ·  Jan 12, 2025

19. Spellchecker: Spell Check in App like Grammarly

    325 votes

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

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

    Grace Ann Bacolod supported this idea  ·  Jan 11, 2025

20. "awaiting your signature" in dashboard

    15 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 9, 2025