Settings and activity

557 results found

1. Automatically download the attachments when opening the files added to collect files field

   64 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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.

   Savannah Faulkner supported this idea  ·  Nov 19, 2024

2. Ability to add text blocks to any place on the "content" type page

   8 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Nov 18, 2024  ·  Edit…  ·  Delete…

   This would be helpful for all content blocks

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   Savannah Faulkner supported this idea  ·  Nov 18, 2024

3. Personal saved signature to auto populate when selecting the "Draw" signature type when signing a document

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Edit…  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Nov 18, 2024

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

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   132 votes

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   5 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.

   Savannah Faulkner supported this idea  ·  Nov 14, 2024

5. Pass images from Google Sheets to PandaDoc documents

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Nov 14, 2024

6. Ability to adjust the installment dates after the document has been sent

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Nov 14, 2024

7. Generate Report based on Field/Variable Info

   9 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Oct 28, 2024

8. Download a document bundle as a single file DOCX

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Oct 25, 2024

9. Importing your Google contacts (postal address)

   5 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Oct 17, 2024

10. Disable chat option

    48 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Savannah Faulkner supported this idea  ·  Oct 17, 2024

11. Ability to build a report based on the Creator. Do not break down the report to list each document.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Oct 17, 2024

12. Option for downloaded PDF to have information from the collect files field

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Oct 15, 2024

13. Add category column to the pricing table

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Oct 10, 2024

14. Date variable calculations

    23 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    An error occurred while saving the comment
    Savannah Faulkner commented  ·  Oct 10, 2024  ·  Edit…  ·  Delete…

    Automatically calculate a date field for the first of the month based on another field

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    Savannah Faulkner supported this idea  ·  Oct 10, 2024

15. Renewal notifications available via API

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Oct 10, 2024

16. Tokens cross-object population for Salesforce

    30 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Oct 9, 2024

17. Stripe: send invoice after payment was made

    19 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Oct 8, 2024  ·  Edit…  ·  Delete…

    would like to do this via API

    Save Submitting...
    Savannah Faulkner supported this idea  ·  Oct 8, 2024

18. Round corners for blocks: Corner radius editing for content blocks (Rounded Edges for Text Block Borders)

    11 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Oct 3, 2024

19. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    121 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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.

    Savannah Faulkner supported this idea  ·  Oct 3, 2024

20. ECS Payments

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Oct 1, 2024