Settings and activity

48 results found

1. library of already added designs from Canva in PandaDoc

   5 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Elly San Juan supported this idea  ·  Aug 5, 2022

2. 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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   Elly San Juan supported this idea  ·  Aug 4, 2022

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

   164 votes

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   Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Elly San Juan commented  ·  Jul 30, 2022  ·  Edit…  ·  Delete…

   How can i asign single sign field to multiple user. i have dynamic users like sometime it's 5 or 10 so how can i manage them

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   Elly San Juan supported this idea  ·  Apr 6, 2022

4. Customers / recipients can edit variables

   17 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Elly San Juan commented  ·  Jul 17, 2022  ·  Edit…  ·  Delete…

   I have created a bunch of variables to help track what a customer wants from us. Is there any way to allow a customer to update these variables, with the quantity of devices that they actually have?

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5. Edit the Completed document with saving the signature

   115 votes

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   Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Elly San Juan supported this idea  ·  Jul 4, 2022

6. Export document's recipient analytics

   7 votes

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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

   
   

   Elly San Juan supported this idea  ·  Jun 28, 2022

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

   183 votes

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   Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Elly San Juan supported this idea  ·  Jun 22, 2022

8. Customize who receives email notifications

   25 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Elly San Juan supported this idea  ·  May 26, 2022

9. Pipedrive 2-way sync (full sales cycle)

   25 votes

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   In development  ·  3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Elly San Juan supported this idea  ·  May 5, 2022
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   Elly San Juan commented  ·  May 5, 2022  ·  Edit…  ·  Delete…

   The scenario i am trying to achieve is as below : signer enters his company name in a document, and in pipedrive Deal.Organization.Name should populate

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10. Signature field improvements

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Apr 19, 2022

11. Filter documents by created date

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Apr 13, 2022

12. Native Xero integration for EV2

    109 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Apr 12, 2022

13. Word (docx) Import improvements

    103 votes

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    In development  ·  12 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Apr 12, 2022

14. Transfer Data - pass Fields values to a new document

    3 votes

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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

    
    

    Elly San Juan shared this idea  ·  Mar 13, 2022

15. Bundles working with Salesforce integration

    6 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

    
    

    Elly San Juan supported this idea  ·  Mar 5, 2022

16. Change account timezone within the system

    60 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Feb 21, 2022

17. Status for partially completed (first signature)

    20 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Feb 8, 2022

18. Ability to change the date format for variables

    334 votes

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    On roadmap  ·  26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Jan 28, 2022

19. Move documents across workspaces and keep the statuses

    84 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Jan 26, 2022
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    Elly San Juan commented  ·  Jan 26, 2022  ·  Edit…  ·  Delete…

    This can only be done at the back end but would be great if clients can also do this on their account

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20. Automatically organize documents to folders: create trigger to move completed docs to specific folder

    74 votes

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    Beta  ·  11 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Elly San Juan supported this idea  ·  Oct 28, 2021