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56 results found

  1. Automatically assign fields when signer is changed

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Daniela Bumatay shared this idea  · 

  2. Option to have the name of a recipient pulled to a Saved message automatically

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Daniela Bumatay commented  · 

    Have the ability to automate adding the names of the recipients in the email notification whenever you send documents.

    Daniela Bumatay supported this idea  · 

  3. Permissions for specific documents: Private documents (Password protect documents internally)

    197 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Daniela Bumatay commented  · 

    Have the ability to change the permissions who can view the document.

    Daniela Bumatay supported this idea  · 

  4. Access Image Library in Rooms

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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    Daniela Bumatay shared this idea  · 

  5. Replace Image without changing format

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Daniela Bumatay shared this idea  · 

  6. Set optional items as required in pricing table (Assign a pricing table to recipient)

    72 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Daniela Bumatay commented  · 

    Have the ability to mark Pricing Table as required, so recipients will have to choose a product first before completing the document.

    Daniela Bumatay supported this idea  · 

  7. Option to lock text formats

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Daniela Bumatay shared this idea  · 

  8. Restrict recipients from accessing other recipients' document link

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Daniela Bumatay shared this idea  · 

  9. Pricing Table: Add an additional product when the recipient select a product from the options

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Daniela Bumatay shared this idea  · 

  10. Pricing Table: Apply Line-Item Discount to every Quantity

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Daniela Bumatay shared this idea  · 

  11. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    19 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Daniela Bumatay commented  · 

    It would also be helpful if there's an option to change the email address where the notification is sent to.

  12. Ability to search for documents based on their renewal date

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Daniela Bumatay shared this idea  · 

  13. Actions Required: Be more specific with the status

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Daniela Bumatay shared this idea  · 

  14. Quote Builder: To calculate Subtotal before each products' taxes and other discounts.

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Daniela Bumatay shared this idea  · 

  15. Delete the catalog in one click

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Daniela Bumatay commented  · 

    Also have the ability to wipe the product catalog in 1 click instead of 50 at a time. This is very helpful for those accounts with a lot of products.

  16. Webhooks: Include the Document Link in the Response

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Daniela Bumatay shared this idea  · 

  17. Ability to have a more flexible search option

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Daniela Bumatay shared this idea  · 

  18. Quote Builder: Custom Column Total

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Daniela Bumatay shared this idea  · 

  19. Fillable Fields: Ability to set a conditional rule for Initials

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Daniela Bumatay shared this idea  · 

  20. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

    54 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Daniela Bumatay commented  · 

    The recipients can edit the prices on the Pricing Table for negotiation.

    Daniela Bumatay supported this idea  · 
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