Settings and activity

18 results found

1. Template Matching

   12 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Quincy Berg supported this idea  ·  Jan 23, 2023

2. Hubspot mobile app integration

   4 votes

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   Quincy Berg supported this idea  ·  Dec 27, 2022

3. CFR-11

   67 votes

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   Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   Quincy Berg supported this idea  ·  Dec 9, 2022

4. SharePoint integration

   32 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Quincy Berg supported this idea  ·  Dec 8, 2022

5. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

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   28 votes

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   5 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Quincy Berg supported this idea  ·  Nov 2, 2022

6. Automatic calculations in fields

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   69 votes

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   Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Quincy Berg supported this idea  ·  Oct 20, 2022

7. Redirect recipient to a custom URL upon completion

   245 votes

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   Idea  ·  33 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Quincy Berg supported this idea  ·  Oct 7, 2022

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

   165 votes

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   Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Quincy Berg supported this idea  ·  Jul 19, 2022

9. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

   585 votes

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   Idea  ·  53 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Quincy Berg supported this idea  ·  Apr 21, 2022

10. Ability to turn off specific notification emails sent to recipients.

    67 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Quincy Berg commented  ·  Apr 19, 2022  ·  Edit…  ·  Delete…

    This is crucial for CLM workflows

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11. Accessibility: Make PandaDoc disabled accessible

    18 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Quincy Berg supported this idea  ·  Apr 8, 2022

12. WCAG 2.0 accessibility compliance

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Quincy Berg supported this idea  ·  Apr 8, 2022

13. Accessability of PDFs in PandaDoc

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Quincy Berg supported this idea  ·  Apr 8, 2022

14. Make PD FedRAMP compliant

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Quincy Berg supported this idea  ·  Apr 8, 2022

15. Approval Workflow auto-reminders

    5 votes

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

    
    

    Quincy Berg shared this idea  ·  Mar 11, 2022

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

    478 votes

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    Idea  ·  52 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Quincy Berg supported this idea  ·  Feb 25, 2022

17. allow one email to hold two separate places in a signing order.

    14 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    An error occurred while saving the comment
    Quincy Berg commented  ·  Feb 25, 2022  ·  Edit…  ·  Delete…

    One person can sign in multiple places in the signing order. Right now PandaDoc doesn't allow you to place one email in multiple signing order positions, the signing order breaks

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    Quincy Berg supported this idea  ·  Feb 25, 2022
    Quincy Berg shared this idea  ·  Feb 11, 2022

18. Advanced search options/ Search within the Folder

    20 votes

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

    
    

    An error occurred while saving the comment
    Quincy Berg commented  ·  Feb 11, 2022  ·  Edit…  ·  Delete…

    helpful for searching for specific phrases in documents as opposed to just one word at a time

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