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27 results found

  1. Sort Template folders when creating a document from a template view.

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminPeter Miller (Admin, PandaDoc) supported this idea  · 

  2. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals) [WORKAROUND PROVIDED]

    108 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On roadmap  ·  Liza Gatsak responded


    [WORKAROUND]

    Hi all! 

    I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z 

    I would be happy to answer your questions and get a feedback from you. You can…

    AdminPeter Miller (Admin, PandaDoc) supported this idea  · 

  3. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    22 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  4. Recipient verification on Forms (Forms email validation)

    17 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminPeter Miller (Admin, PandaDoc) supported this idea  · 

  5. Validation signature stamps

    37 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminPeter Miller (Admin, PandaDoc) supported this idea  · 

  6. Add AND conditional approval statements

    34 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Early access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Good news! We have been working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. 


    Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.

    An error occurred while saving the comment
    AdminPeter Miller (Admin, PandaDoc) commented  · 

    We need the option for AND in conditional approvals not just OR.

    Ie. The doc value is greater than $20K AND less than $100K

  7. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    439 votes

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    68 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Currency formatting

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    AdminPeter Miller (Admin, PandaDoc) supported this idea  · 
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