Settings and activity

  1. 6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    AdminSara Rodriguez (Admin, PandaDoc) supported this idea  · 
  2. 5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    the name of the document created from an opportunity in sfdc includes the template name + customer name

  3. 7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Be able to hide information until the user hovers their mouse over it

  4. 187 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Be able to drag and drop multiple fields at one time.

  5. 7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Be able to add a custom subject line when using the bulk send feature.

  6. 56 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    When you create a document from a template, the approver on the template level is inherited. It would be nice to be able to create a document from a template and at this point get to choose who the document approver is. This way you don't need to keep changing the approver on the template level.

  7. 48 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Allow fields to remain in a fixed position within a table. If a row is removed or added to a table, it would be preferred that the fields remain in the section within the table

  8. 144 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    be able to delete tiles from dashboard

  9. 42 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    When using "Saved Messages" the "Message Title" should be the "subject" in the sent PandaDoc document

  10. 55 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    When Exporting Report CSV, allow for time zone changes. Right now, it captures UTC time, but this is inconvenient for someone on US EST.

  11. 86 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Be able to send a document to 2 users that share an email

  12. 359 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    The ability to populate today's date in a token