Settings and activity

56 results found

1. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

   102 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Megan Conroy supported this idea  ·  Nov 18, 2021

2. Downloading attachments along with the document they are attached to

   214 votes

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   37 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   Megan Conroy supported this idea  ·  Nov 18, 2021

3. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

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   138 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Megan Conroy supported this idea  ·  Nov 18, 2021

4. Export details - Audit Trail

   161 votes

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   23 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Megan Conroy supported this idea  ·  Nov 18, 2021

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

   206 votes

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   31 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Megan Conroy supported this idea  ·  Nov 18, 2021

6. Ability to Change Time Zone for a Signature Certificate

   147 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Megan Conroy supported this idea  ·  Nov 18, 2021

7. Edit uploaded PDFs

   283 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Megan Conroy supported this idea  ·  Nov 18, 2021

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

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   215 votes

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   37 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

   This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

   We appreciate your understanding.

   Megan Conroy supported this idea  ·  Nov 18, 2021

9. Spellchecker: Spell Check in App like Grammarly

   316 votes

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   38 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Megan Conroy supported this idea  ·  Nov 18, 2021

10. Conditional Logic set up in Pricing tables

    227 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

    • Quote Builder rules
    • Formulas
    • Rules
    • Lookup Tables

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

    Megan Conroy supported this idea  ·  Nov 18, 2021

11. CPQ calculations: Excel Formulas.

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    672 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote rules
    • Formulas
    • Rules

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

    Megan Conroy supported this idea  ·  Nov 18, 2021

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

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    444 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  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
    • Formulas
    • Rules
    • Lookup Tables

    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.

    Megan Conroy supported this idea  ·  Mar 31, 2021

13. Schedule Sending documents

    278 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

14. Ability to send password-protected documents in bulk

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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15. Send on Behalf of for Bulk send

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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16. Tracking documents sent on behalf of

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Megan Conroy shared this idea  ·  Oct 27, 2020