Settings and activity

659 results found

1. Fields locking for other account's members / Lock field location by content locking

   14 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Mar 6, 2024

2. [Home] Select period more than 1 year in Home

   43 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminJoan Nocon (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 4, 2024

3. Download specific pages of a document

   18 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Savannah Faulkner supported this idea  ·  Mar 4, 2024

4. Require the form signer to fill in all prompt options to be able to review the document

   2 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Early Access  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!

   Smart Forms

   Savannah Faulkner shared this idea  ·  Mar 1, 2024

5. Add additional signers to a document after it has been sent

   4 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  ·  Feb 29, 2024

6. Customize who receives email notifications

   79 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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  ·  Feb 29, 2024  ·  Edit…  ·  Delete…

   For Forms as well

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   Savannah Faulkner commented  ·  Aug 4, 2023  ·  Edit…  ·  Delete…

   Would like the option for Managers to receive an email notification once documents created by other team members have been viewed and signed.

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   Savannah Faulkner supported this idea  ·  Aug 4, 2023
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   Savannah Faulkner commented  ·  Jul 27, 2023  ·  Edit…  ·  Delete…

   Would like the option to send notifications about comments and when each signer signs to the CC'd recipients.

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7. to disable adding the emails that have been added in CC to the HubSpot contacts

   13 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
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   Savannah Faulkner commented  ·  Feb 29, 2024  ·  Edit…  ·  Delete…

   Do not auto-create a new contact in HubSpot when a contact is created in PandaDoc

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   Savannah Faulkner supported this idea  ·  Feb 29, 2024

8. Update a document with values from PipeDrive after the document has been sent

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Feb 29, 2024

9. Bulk send already created draft documents

   6 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  ·  Feb 28, 2024

10. Disable expiration time / ability to set no expiration on document [Workaround in comments]

    40 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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  ·  Feb 28, 2024

11. Require recipients to complete document attachments

    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  ·  Feb 28, 2024

12. Ability to use forms in Rooms

    3 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Feb 27, 2024

13. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    64 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Not Planned  ·  Katie Hudson 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  ·  Feb 27, 2024

14. LimeSurvey

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Feb 26, 2024

15. PandaDoc desktop app

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Feb 26, 2024

16. Undo providing the ability to undo field moves and not just text changes

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Feb 23, 2024

17. Allow empty value on radio button option

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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 video:

    Disabling Values in Radio Buttons Field

    Savannah Faulkner shared this idea  ·  Feb 23, 2024

18. send emails from the Company name

    20 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Feb 22, 2024

19. Do not require the Type column when importing products to the Catalog

    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  ·  Feb 22, 2024

20. Link/unlink documents to/from Contacts and Company objects in Hubspot

    48 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Feb 22, 2024  ·  Edit…  ·  Delete…

    Ability to link a document to the HubSpot company, as well as the deal

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    Savannah Faulkner supported this idea  ·  Feb 22, 2024