Settings and activity

597 results found

1. Add content library items to document based on products added to the pricing table

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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:

   Add content library items to the document based on products added to the pricing table

   Savannah Faulkner shared this idea  ·  Feb 5, 2025

2. Fill a variable with information from another document in your account

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Feb 5, 2025

3. Option to have a recipient to sign the document and forward it to another signer with saved field values

   45 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  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  ·  Feb 3, 2025

4. Automatically apply the signature after the customer signs the document in PandaDoc.

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Feb 3, 2025

5. Recipient must enter a passcode in order to download their documents

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jan 31, 2025

6. Customize footer page numbers, font size, font color and margins and padding

   73 votes

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   11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   Hi there! Thank you for submitting your idea.  Unfortunately, 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!

   An error occurred while saving the comment
   Savannah Faulkner commented  ·  Jan 30, 2025  ·  Edit…  ·  Delete…

   Only add the footer to some pages, not all.

   Save Submitting...
   Savannah Faulkner supported this idea  ·  Nov 8, 2023

7. "awaiting your signature" in dashboard

   15 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Jan 29, 2025

8. NetDocument integration

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jan 28, 2025

9. Option for column totals in the pricing table

   18 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Savannah Faulkner supported this idea  ·  Jan 28, 2025

10. Conditional fields for several recipients

    16 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Savannah Faulkner supported this idea  ·  Jan 22, 2025

11. Allow the approvers to initial/sign at the approval stage

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jan 22, 2025

12. When status changed to Completed, generate a draft document

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Jan 21, 2025

13. Selective Notification Options For Different Documents (Disable completed document notifications on specific documents)

    53 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    Savannah Faulkner supported this idea  ·  Jan 17, 2025

14. Ability to set default initials.

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Jan 15, 2025

15. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    92 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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  ·  Jan 8, 2025  ·  Edit…  ·  Delete…

    Only allow certain users to be able to select Edit

    Save Submitting...
    Savannah Faulkner supported this idea  ·  Jan 8, 2025

16. Do not allow to open documents from the Slack notification

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jan 8, 2025

17. Choose which workspaces send notifications to Slack

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jan 8, 2025

18. Bulk Send via API

    11 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Jan 7, 2025

19. Pricing table: separate design option for total sections (adjust design for totals individually)

    56 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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.

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    Savannah Faulkner commented  ·  Jan 3, 2025  ·  Edit…  ·  Delete…

    Change font color for non-numeric data (Subtotal, Tax, Discount, Total, etc) in lower section of pricing table

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    Savannah Faulkner supported this idea  ·  Aug 11, 2023

20. Totals from PricingTable1 can automatically become selections (products) for PricingTable2

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Dec 30, 2024