Settings and activity

68 results found

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

   480 votes

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   Idea  ·  52 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Mike Turke supported this idea  ·  Mar 15, 2022

2. Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

   13 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Mike Turke supported this idea  ·  Mar 11, 2022

3. get audit trail details via api

   3 votes

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

   
   

   Mike Turke shared this idea  ·  Mar 2, 2022

4. Export details - Audit Trail

   67 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Mike Turke supported this idea  ·  Mar 2, 2022

5. Have a possibility to create groups within workspaces

   3 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Mike Turke supported this idea  ·  Feb 22, 2022

6. Auto-update templates/CLIs if the item is updated in Catalog

   100 votes

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   Idea  ·  21 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Mike Turke supported this idea  ·  Feb 15, 2022

7. Pull updated pricing table details from Salesforce to PandaDoc

   40 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Mike Turke supported this idea  ·  Feb 9, 2022

8. Search cross workspaces for documents

   8 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Mike Turke supported this idea  ·  Jan 28, 2022

9. [Dashboard] Select period more than 1 year in Dashboard

   26 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Mike Turke supported this idea  ·  Jan 28, 2022

10. Private Contact Option

    11 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Mike Turke supported this idea  ·  Jan 28, 2022

11. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    130 votes

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    Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Mike Turke supported this idea  ·  Jan 28, 2022

12. Approvals are set up on a document level

    73 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    Mike Turke supported this idea  ·  Jan 10, 2022

13. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    108 votes

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    Idea  ·  18 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Mike Turke supported this idea  ·  Dec 14, 2021

14. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    18 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Mike Turke supported this idea  ·  Dec 14, 2021

15. provide csv or report of bulk send recipients that havent signed

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    Mike Turke supported this idea  ·  Dec 10, 2021
    Mike Turke shared this idea  ·  Apr 19, 2021

16. [Pricing Table] display Subtotal without Line Item taxes/discounts

    68 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    Mike Turke supported this idea  ·  Dec 9, 2021

17. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    41 votes

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

    
    

    Mike Turke supported this idea  ·  Dec 8, 2021

18. Auto name Documents with tokens / Use variables in Document and Forms titles

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    227 votes

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    Idea  ·  41 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Mike Turke supported this idea  ·  Dec 7, 2021
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    Mike Turke commented  ·  Jun 1, 2020  ·  Edit…  ·  Delete…

    automatically input the name of the signer in doc title after the document has been signed. ev2

    Save Submitting...

19. keep library items in new document with transfer data to feature

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Mike Turke shared this idea  ·  Dec 2, 2021

20. map pricing table footer items to CRM fields

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Mike Turke supported this idea  ·  Dec 2, 2021