Settings and activity

69 results found

1. EV2. Ability to have stripe add payments to existing customers instead of creating new customer

   8 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   AdminMike Turke (Admin, PandaDoc) supported this idea  ·  Mar 20, 2023
   AdminMike Turke (Admin, PandaDoc) shared this idea  ·  Jun 17, 2020

2. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

   515 votes

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   On roadmap  ·  55 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminMike Turke (Admin, PandaDoc) supported this idea  ·  Feb 7, 2023

3. Use custom variables/fields in forms

   42 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   AdminMike Turke (Admin, PandaDoc) supported this idea  ·  Feb 7, 2023

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

   26 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminMike Turke (Admin, PandaDoc) supported this idea  ·  Feb 2, 2023

5. Removing fields when a role is removed or unassigned / remove fields in bulk

   9 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminMike Turke (Admin, PandaDoc) supported this idea  ·  Jan 13, 2023

6. ability to save smart content/smart content rules

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   AdminMike Turke (Admin, PandaDoc) shared this idea  ·  Nov 22, 2022

7. PandaDoc integration with Lever

   12 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   AdminMike Turke (Admin, PandaDoc) supported this idea  ·  Oct 20, 2022

8. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

   642 votes

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   In development  ·  65 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminMike Turke (Admin, PandaDoc) supported this idea  ·  Aug 25, 2022

9. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

   32 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   AdminMike Turke (Admin, PandaDoc) supported this idea  ·  Aug 25, 2022

10. Content Library sorting

    32 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  ·  Jul 21, 2022  ·  Edit…  ·  Delete…

    date modified would be very helpful for sorting library with large amount of items

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    AdminMike Turke (Admin, PandaDoc) supported this idea  ·  Jul 21, 2022

11. Hide names of assigned roles in Forms

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminMike Turke (Admin, PandaDoc) supported this idea  ·  Jul 7, 2022

12. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    183 votes

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    Idea  ·  28 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  ·  Jun 13, 2022

13. [Bulk actions] Ability multiselect for blocks and fields (for copy-paste)

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    239 votes

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    In development  ·  17 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  ·  Jun 10, 2022

14. Pricing Table calculations: Excel Formulas.

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    471 votes

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    Idea  ·  45 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  ·  May 27, 2022

15. Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table

    17 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  ·  May 25, 2022

16. Having separate repository and folders within Image Library

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    149 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  ·  May 19, 2022

17. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    194 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  ·  May 5, 2022

18. Replace unfilled variables with blanks when creating docs via Zapier

    14 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminMike Turke (Admin, PandaDoc) supported this idea  ·  May 4, 2022

19. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

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    28 votes

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    5 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminMike Turke (Admin, PandaDoc) supported this idea  ·  Apr 13, 2022

20. use variables from other objects in salesforce without needing look up fields

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminMike Turke (Admin, PandaDoc) shared this idea  ·  Apr 12, 2022