Settings and activity

567 results found

1. Edit / customize text in all email notifications including Completion or Signed Email Message

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   39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

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

   Savannah Faulkner supported this idea  ·  Aug 10, 2023

2. Sender receives an email containing the collected files once a recipient has completed their 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  ·  Aug 10, 2023

3. Ability to view pages beside each other

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Aug 8, 2023

4. Automatically assign approvers to a template based on the currency

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Aug 8, 2023

5. Same day reminder

   9 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Aug 7, 2023

6. Subtotal to be used more than once in the pricing table

   13 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Aug 4, 2023

7. Automations: attach PDF to HubSpot Contact and Company object

   11 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Savannah Faulkner supported this idea  ·  Aug 4, 2023

8. Notifications for the "collaborator"

   12 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

   
   

   Savannah Faulkner supported this idea  ·  Aug 4, 2023

9. Edit notification message on PDF attachment

   15 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Aug 4, 2023

10. Request for Consistent Formatting of Word Docx and Google Docx Uploads

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    14 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  ·  Aug 4, 2023

11. Ability to create your own home page filters

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Aug 4, 2023

12. Nutshell

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

    Nutshell

    Savannah Faulkner shared this idea  ·  Aug 3, 2023

13. Audit Trail - Recipient Analytics - Recipient Time Spent viewing Document

    8 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  ·  Aug 3, 2023

14. Admin License

    11 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Aug 2, 2023

15. Product descriptions visible on Catalog main page

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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  ·  Aug 1, 2023

16. [Pricing Table] display Subtotal without Line Item taxes/discounts

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    14 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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  ·  Jul 31, 2023

17. Multiple themes when bundling documents

    20 votes

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

    
    

    Savannah Faulkner supported this idea  ·  Jul 27, 2023

18. Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jul 27, 2023

19. The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jul 27, 2023

20. Generate a template link

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Savannah Faulkner supported this idea  ·  Jul 24, 2023