Settings and activity

52 results found

1. Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field

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   Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   AdminSarah Rotunda (Admin, PandaDoc) commented  ·  Nov 17, 2022  ·  Edit…  ·  Delete…

   Hover over field/block/setting and see usability help text

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   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Nov 17, 2022

2. [Bulk actions] mass select and move/delete fields

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Nov 17, 2022
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   AdminSarah Rotunda (Admin, PandaDoc) commented  ·  Apr 29, 2022  ·  Edit…  ·  Delete…

   Including Select all to assign or re-assign

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3. Automatically align selected fields

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Nov 17, 2022

4. Open Document button

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   AdminSarah Rotunda (Admin, PandaDoc) shared this idea  ·  Nov 10, 2022

5. Change Document Location / Folder Inside the Document

   5 votes

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

   
   

   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Oct 27, 2022

6. Make Variable Field Type Boxes Expandable

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Sep 15, 2022

7. Expanding text fields: The ability to text fields to get bigger as recipients are typing/not have character limits.

   27 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Sep 15, 2022

8. Save entire page with header/footer in the content library

   41 votes

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   Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   AdminSarah Rotunda (Admin, PandaDoc) commented  ·  Aug 19, 2022  ·  Edit…  ·  Delete…

   Adding a whole page (not just blocks) to CL

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   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Aug 19, 2022

9. Conditional discount (amount)

   25 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Aug 19, 2022

10. Role suggestions

    1 vote

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

    
    

    AdminSarah Rotunda (Admin, PandaDoc) shared this idea  ·  Aug 19, 2022

11. Auto-update table of content before the document gets sent out

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Aug 4, 2022
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    AdminSarah Rotunda (Admin, PandaDoc) commented  ·  Aug 4, 2022  ·  Edit…  ·  Delete…

    Also - When it refreshes, keeping previously hidden tabs hidden to they don't need to be removed again

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12. Option to have the signer read the document before signing

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Jul 21, 2022

13. Tax Update

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Jul 21, 2022

14. Pricing Table - set up Default Tax: Tax calculations

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Jul 21, 2022

15. Add option to have Discount and Tax items in the footer display the total of each from the line items

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Jul 8, 2022

16. The ability to connect the discount percentage in the total section of the pricing table with line item discount.

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Jul 8, 2022

17. Image Editing Capabilities (crop, rotate, flip etc)

    66 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Jul 7, 2022
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    AdminSarah Rotunda (Admin, PandaDoc) commented  ·  Apr 14, 2022  ·  Edit…  ·  Delete…

    Ability to resize other than diagonal, All direction resizing

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    AdminSarah Rotunda (Admin, PandaDoc) commented  ·  Mar 3, 2022  ·  Edit…  ·  Delete…

    Option to change opacity on uploaded images- not just background images

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18. Conditional Logic set up in Pricing tables

    144 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Jun 23, 2022

19. Fields design

    14 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Jun 23, 2022

20. placeholder for checkbox field

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Jun 23, 2022