Settings and activity

610 results found

1. 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

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

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   134 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.

   Savannah Faulkner supported this idea  ·  Nov 14, 2024

3. 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

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

   3 votes

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

5. Generate Report based on Field/Variable Info

   10 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

6. 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

7. Importing your Google contacts (postal address)

   6 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

8. Disable chat option

   52 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

9. 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

10. 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

11. Add category column to the pricing table

    2 votes

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

12. 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!

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    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

13. 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

14. 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

15. Stripe: send invoice after payment was made

    19 votes

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

    would like to do this via API

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    Savannah Faulkner supported this idea  ·  Oct 8, 2024

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

    12 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

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

    127 votes

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    20 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. Please check back for updates.

    Savannah Faulkner supported this idea  ·  Oct 3, 2024

18. ECS Payments

    2 votes

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

19. More formatting options for numbering lists

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    50 votes

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    10 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.

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    Savannah Faulkner commented  ·  Sep 25, 2024  ·  Edit…  ·  Delete…

    Do not indent numbering

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    Savannah Faulkner supported this idea  ·  Apr 3, 2024
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    Savannah Faulkner commented  ·  Apr 3, 2024  ·  Edit…  ·  Delete…

    Ability to bold numbered lists

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

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    59 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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  ·  Sep 24, 2024