Settings and activity

65 results found

1. link a document to contacts in hubspot

   15 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Madelyn Gunay supported this idea  ·  Mar 2, 2023

2. Use custom variables/fields in forms

   42 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Madelyn Gunay supported this idea  ·  Feb 17, 2023

3. Phone validation/verification in fields (for FORMS)

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Madelyn Gunay shared this idea  ·  Feb 17, 2023

4. Software (offline) version of PandaDoc

   34 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Madelyn Gunay supported this idea  ·  Jan 31, 2023

5. Date Format with month fully written: January 19, 2021

   27 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Madelyn Gunay supported this idea  ·  Jan 5, 2023

6. Pass field value from PandaDoc to Hubspot deal

   6 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Madelyn Gunay supported this idea  ·  Nov 30, 2022

7. Ability to remove the Report Spam button from emails

   9 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Madelyn Gunay supported this idea  ·  Nov 3, 2022

8. Advanced formatting for the fillable text field: text formatting in fields

   19 votes

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

   
   

   Madelyn Gunay supported this idea  ·  Oct 20, 2022

9. Change layout/page size of signature certificate page

   7 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

   
   

   Madelyn Gunay supported this idea  ·  Oct 20, 2022

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

    515 votes

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    On roadmap  ·  55 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Madelyn Gunay supported this idea  ·  Oct 17, 2022

11. Built-in Document Translator: Option to convert the document content to another language

    30 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Delete…  ·  Admin →
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    Madelyn Gunay supported this idea  ·  Oct 12, 2022

12. hide the discount column automatically if the discount is 0%

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Madelyn Gunay supported this idea  ·  Sep 30, 2022

13. Ability to create and schedule a PandaDoc Notary Session via the API. - aaronr@morrealeres.com

    4 votes

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

    
    

    Madelyn Gunay supported this idea  ·  Sep 30, 2022

14. Dropdown of the state postal code abbreviations

    3 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

    
    

    Madelyn Gunay supported this idea  ·  Sep 30, 2022

15. Pull product data from Freshsales to pricing tables

    18 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Madelyn Gunay supported this idea  ·  Sep 30, 2022

16. Edit variables names

    26 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Madelyn Gunay supported this idea  ·  Sep 30, 2022
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    Madelyn Gunay commented  ·  Feb 15, 2022  ·  Edit…  ·  Delete…

    Create an editable variable that will be prepopulated but able to be changed if needed

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17. Log in via 2FA (Two Factor Authentication) / MFA

    203 votes

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    Idea  ·  35 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Madelyn Gunay supported this idea  ·  Aug 2, 2022

18. download a template to a .docx from the template list

    2 votes

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

    
    

    Madelyn Gunay shared this idea  ·  Aug 1, 2022

19. Update role variables

    22 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Madelyn Gunay supported this idea  ·  Jul 28, 2022

20. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    63 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Madelyn Gunay commented  ·  Jul 28, 2022  ·  Edit…  ·  Delete…

    Ability to lock template with password to prevent from being deleted accidentally

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