Settings and activity

46 results found

1. Quality of the uploaded PDF

   4 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Elly San Juan supported this idea  ·  Dec 11, 2022

2. ability to change the internal name on sent documents

   5 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Elly San Juan supported this idea  ·  Dec 5, 2022

3. Save fields values' when a document is downloaded as docx(word)

   9 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Elly San Juan supported this idea  ·  Dec 5, 2022

4. Zapier - Quote builder

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder  ·  Delete…  ·  Admin →
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   Elly San Juan shared this idea  ·  Nov 13, 2022

5. Option to have a recipient to sign the document and forward it to another signer with saved field values

   19 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Elly San Juan supported this idea  ·  Sep 20, 2022

6. [Hubspot] turn off the auto-CC of a recipient for documents created in Hubspot

   9 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Elly San Juan supported this idea  ·  Sep 20, 2022

7. Redirect recipient to a custom URL upon completion

   271 votes

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   Idea  ·  36 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Elly San Juan supported this idea  ·  Sep 17, 2022

8. Find and Replace All feature within a document / template

   116 votes

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   Idea  ·  14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Elly San Juan supported this idea  ·  Sep 10, 2022

9. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

   173 votes

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   Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Elly San Juan supported this idea  ·  Aug 31, 2022

10. Receipt from PandaDoc

    16 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Aug 31, 2022

11. Set Variable formatting passed from CRM (commas in variables)

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    92 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Aug 12, 2022

12. Variables contain formulas: variable calculations

    101 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Aug 12, 2022

13. Tokens/Variables in saved messages / email body or subject

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    124 votes

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    Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Aug 12, 2022

14. Change the color of the recipient role fillable fields in a document (template)

    190 votes

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    On roadmap  ·  22 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Aug 12, 2022

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

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    243 votes

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    Idea  ·  42 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Aug 12, 2022

16. [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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    Elly San Juan supported this idea  ·  Aug 12, 2022

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

    516 votes

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    On roadmap  ·  56 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Aug 12, 2022

18. Smart content - automatically remove blank page when smart content is not triggered and inserted

    4 votes

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

    
    

    Elly San Juan shared this idea  ·  Aug 11, 2022

19. Option (button) to delete a role when assigning recipients to roles and creating a document

    2 votes

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

    
    

    Elly San Juan supported this idea  ·  Aug 7, 2022
    Elly San Juan shared this idea  ·  Jul 3, 2022

20. Saved messages feature on mobile app

    8 votes

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

    
    

    Elly San Juan supported this idea  ·  Aug 5, 2022