Settings and activity

659 results found

1. Spellchecker: Spell Check in App like Grammarly

   330 votes

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   38 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  Valeryia Baranava responded

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

   Savannah Faulkner supported this idea  ·  Jun 21, 2024

2. [Comments] Include comments in the downloaded doc

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   28 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

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

   2 votes

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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

4. 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

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

   2 votes

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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

6. Option to restrict users to manually decline documents

   2 votes

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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  ·  Jun 14, 2024

7. Restrict users from declining a document after a specific amount of days

   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  ·  Jun 14, 2024

8. to enable a client to forward the document to more than one recipient.

   5 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
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   Savannah Faulkner commented  ·  Jun 13, 2024  ·  Edit…  ·  Delete…

   Workflow:
   1. Assign all fields to one recipient and send to them
   2. They forward the document to a second person who fills in some fields
   3. This second person forwards the document to a third person who fills in the rest of the fields

   Save Submitting...
   Savannah Faulkner supported this idea  ·  Jun 13, 2024

9. Cash App integration for payment option

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jun 13, 2024

10. Ability to modify payment getaways on the document/template level

    5 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Savannah Faulkner commented  ·  Jun 11, 2024  ·  Edit…  ·  Delete…

    Ability to choose which payment gateway you want the recipient to use on the document (instead of in workspace defaults)
    This would allow you to choose the payment gateway per individual document

    Save Submitting...
    Savannah Faulkner supported this idea  ·  Jun 11, 2024

11. Ability to embed a 3D model.

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Savannah Faulkner supported this idea  ·  Jun 10, 2024

12. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    15 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Savannah Faulkner supported this idea  ·  Jun 10, 2024

13. Quote builder: ability to show vertical lines (borders) in the table view layout

    3 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 7, 2024

14. Send notification to recipient for declined document

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
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    Savannah Faulkner commented  ·  Jun 6, 2024  ·  Edit…  ·  Delete…

    Provide some sort of evidence, possibly shown on the declined document, to the recipient that their document was declined

    Save Submitting...

15. Stamp instead of Signature Certificate

    3 votes

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

16. Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days

    5 votes

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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 4, 2024

17. Approval workflow for templates (send template for approval)

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jun 3, 2024

18. Notifications for non-document participants (non senders)

    90 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    An error occurred while saving the comment
    Savannah Faulkner commented  ·  May 31, 2024  ·  Edit…  ·  Delete…

    Send a completed document to an email that is not a recipient of the completed document.

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    Savannah Faulkner supported this idea  ·  Nov 21, 2023

19. Create/access Rooms from Pipedrive CRM

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  May 31, 2024

20. Suggest edits on uploaded documents

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  May 30, 2024