Settings and activity

639 results found

1. Option to send completed pdf copy to one recipient only

   3 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Jul 11, 2024  ·  Edit…  ·  Delete…

   Send completed PDF to one specified recipient but not all

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   Savannah Faulkner supported this idea  ·  Jul 11, 2024

2. Ability to sum pricing table variables across multiple tables

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   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Jul 11, 2024

3. Ability to search for documents based on products purchased

   2 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Jul 11, 2024  ·  Edit…  ·  Delete…

   Ability to search/filter for documents based on products purchased

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   Savannah Faulkner shared this idea  ·  Jul 11, 2024

4. Chime Payment Integration

   4 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  ·  Jul 11, 2024

5. Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jul 8, 2024

6. Give Choice of Radio Button Format

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Jul 8, 2024

7. Redact feature in editing

   5 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Savannah Faulkner supported this idea  ·  Jul 3, 2024

8. [Master settings] Custom variables sharing across templates

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Jul 1, 2024

9. Add a description field to a template for internal visibility

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Jun 28, 2024  ·  Edit…  ·  Delete…

   Ability to add a template description. This would be helpful when choosing a template when creating a document via a CRM

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   Savannah Faulkner supported this idea  ·  Jun 28, 2024

10. Limit access to Template/Documents regardless of license type

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Savannah Faulkner supported this idea  ·  Jun 28, 2024

11. Manually change document status to Incomplete

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jun 27, 2024

12. Calculate the subtotal based on the discount of one item instead of based on the full quantity

    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  ·  Jun 26, 2024

13. Link conditional fields

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jun 26, 2024

14. Direct video uploading

    21 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Jun 25, 2024

15. Support for national eID schemes

    25 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Delete…  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Savannah Faulkner supported this idea  ·  Jun 25, 2024

16. Spellchecker: Spell Check in App like Grammarly

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    38 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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  ·  Jun 21, 2024

17. [Comments] Include comments in the downloaded doc

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    27 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Jun 19, 2024

18. Restrict document creators from selecting Skip when adding recipients (force them to select Continue instead)

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jun 19, 2024

19. HubSpot - show total ARR at the bottom of the pricing table

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jun 18, 2024

20. Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient

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