Settings and activity

268 results found

1. Stripe: send invoice after payment was made

   19 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Sep 23, 2024

2. Conditional logic for Qoute Builder

   18 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Grace Ann Bacolod supported this idea  ·  Sep 20, 2024

3. Automatic calculations in fields

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   178 votes

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   32 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

   Grace Ann Bacolod supported this idea  ·  Sep 19, 2024

4. Conditional fields - automatically fill out the value of another field

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Sep 19, 2024

5. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

   342 votes

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   24 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 from when the previous comment was posted. Please check back for updates.

   Grace Ann Bacolod supported this idea  ·  Sep 18, 2024

6. Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients

   12 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  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  ·  Sep 18, 2024

7. Option to generate one document link for all recipients

   16 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Grace Ann Bacolod supported this idea  ·  Sep 18, 2024

8. Group content blocks

   17 votes

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

   
   

   Grace Ann Bacolod supported this idea  ·  Sep 17, 2024

9. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

   86 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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  ·  Sep 17, 2024

10. Option to switch off "User joined workspace" notification for Admin users

    19 votes

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

    
    

    Grace Ann Bacolod supported this idea  ·  Sep 13, 2024

11. Smart content: ability to add into the footer

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Sep 13, 2024

12. Signature Pad Compatibility

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Sep 13, 2024

13. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

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    138 votes

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    6 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  ·  Sep 10, 2024

14. Set Variable formatting passed from CRM (commas in variables)

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    128 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    Grace Ann Bacolod supported this idea  ·  Sep 10, 2024

15. Ability to duplicate multiple fields at once

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Sep 8, 2024

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

    267 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.

    Grace Ann Bacolod supported this idea  ·  Sep 6, 2024

17. Set client's default email subject (automatic subject)

    102 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  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  ·  Sep 4, 2024

18. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    141 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  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.

    Grace Ann Bacolod supported this idea  ·  Aug 31, 2024

19. Thumbnail/preview on recipient analytics on mobile app

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod shared this idea  ·  Aug 30, 2024

20. Set all fields recognized in PDF auto-placement as required

    24 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Aug 28, 2024