Settings and activity

585 results found

1. Stripe - Support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Apr 8, 2024

2. [Quote Builder]: Support Quotes on DocX Download

   32 votes

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   8 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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!

   Savannah Faulkner supported this idea  ·  Apr 5, 2024

3. send a document to signature via Salesforce automatically

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   3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

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   Savannah Faulkner commented  ·  Apr 5, 2024  ·  Edit…  ·  Delete…

   Automatically send a document when a lead in Salesforce is created

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   Savannah Faulkner supported this idea  ·  Mar 24, 2023

4. Add a new Document-level Variable for Documented-Completed-Date

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   2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Apr 5, 2024  ·  Edit…  ·  Delete…

   Document completion date variable

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   Savannah Faulkner supported this idea  ·  Apr 5, 2024

5. Support Quickbooks for non US accounts

   13 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Apr 5, 2024

6. Power Automate

   9 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Apr 4, 2024

7. Option to remove PDF page break to download the page as a whole

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Apr 4, 2024

8. Ability to set a minimum quantity the recipient must choose in Quote Builder

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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  ·  Apr 4, 2024

9. Ability to restrict access to certain templates with password.

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

   
   

   Savannah Faulkner supported this idea  ·  Apr 3, 2024

10. Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed

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    4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Apr 2, 2024  ·  Edit…  ·  Delete…

    Automatically send the invoice to the recipient when using QuickBooks payments

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    Savannah Faulkner supported this idea  ·  Apr 2, 2024

11. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

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    138 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Other  ·  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.

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    Savannah Faulkner commented  ·  Mar 28, 2024  ·  Edit…  ·  Delete…

    Per a client: "My contact sheet has an area for their relocation director or managing broker, so it would be great if I could add additional custom fields so that I can store that information and bring it through to the contract."

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    Savannah Faulkner supported this idea  ·  Mar 28, 2024

12. Integration feature with Zapier to change email subject

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 28, 2024

13. Default size and font for a field

    51 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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!

    Savannah Faulkner supported this idea  ·  Mar 27, 2024

14. Add background image to a header

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Mar 26, 2024

15. Expand Folder View on the left hand side panel

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    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 26, 2024

16. Send on Behalf of for Bulk send

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 25, 2024

17. Recurring payment in Quickbooks

    73 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

    Savannah Faulkner supported this idea  ·  Mar 21, 2024

18. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    67 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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  ·  Mar 20, 2024

19. Permissions for specific documents: Private documents (Password protect documents internally)

    187 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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.

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    Savannah Faulkner commented  ·  Mar 20, 2024  ·  Edit…  ·  Delete…

    Private document folders as well

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    Savannah Faulkner supported this idea  ·  Apr 6, 2023

20. Monday.com subitem column (subitems)

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

    
    

    Savannah Faulkner supported this idea  ·  Mar 19, 2024