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Settings and activity

24 results found

  1. Downloading attachments along with the document they are attached to

    225 votes

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    43 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

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

  2. End users can not re-start a form if there’s an existing open document for that form.

    49 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

    Anonymous supported this idea  · 

  3. Option to restrict access to the workspace for the Account owner/Admin

    19 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Anonymous supported this idea  · 

  4. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

    39 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Anonymous commented  · 

    Have the ability to update documents expiration dates in bulk. For example, all of the documents in one bulk send or all documents set to expire on the same date can be updated to a different date all at once.

    Anonymous supported this idea  · 

  5. The ability to conflicting themes to keep formatting.

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous supported this idea  · 

  6. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    112 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Anonymous supported this idea  · 

  7. Payment gateway for Converge Pay processed by Elavon

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Anonymous supported this idea  · 

  8. Collect files field for Smart forms

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Anonymous supported this idea  · 

  9. Recipient view: Turkish

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    Anonymous supported this idea  · 

  10. Ability to export a list of documents Waiting for Payment

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Anonymous shared this idea  · 

  11. Export Field Data into CSV or Excel file

    151 votes

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    23 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

    Anonymous supported this idea  · 

  12. automatically change document status to Completed

    9 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  13. Customize/select/personalize email messages for multiple recipient/signers

    41 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Anonymous supported this idea  · 

  14. Ability to pass line item image from HubSpot

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Anonymous supported this idea  · 

  15. Default Recipient Permissions on the account level

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Anonymous shared this idea  · 

  16. Add column headers/Customize columns on Dashboard

    2 votes

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

  17. Duplicate Field to all pages

    2 votes

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

  18. Upload custom font via file upload

    80 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous supported this idea  · 

  19. Sort template by the "Last Modified" date and see the date modified

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Anonymous supported this idea  · 

  20. Ability to remove Document Reference (Document-Ref) and page numbering

    62 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous supported this idea  · 
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