Settings and activity

615 results found

1. Payment required to view the document

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   1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Mar 27, 2025  ·  Edit…  ·  Delete…

   Do not allow the recipient to view the document until they have made a full payment

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   Savannah Faulkner supported this idea  ·  Mar 27, 2025

2. Add divider lines to quote builder columns

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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  ·  Mar 25, 2025

3. [Quote Builder]: Ability to edit spacing in quote builder (Design)

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   4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Savannah Faulkner supported this idea  ·  Mar 25, 2025
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   Savannah Faulkner commented  ·  Jun 7, 2024  ·  Edit…  ·  Delete…

   Adjust spacing between sections

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4. Have all the Installment details be visible to the approver

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   1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Mar 24, 2025

5. Redirect button on the completed document email

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Mar 18, 2025

6. Feature that disables the download option by default and automatically enables it once the document has been approved

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Mar 13, 2025

7. e-Apostille

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   0 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Mar 11, 2025

8. Collect and Encrypt credit card details with Chase payments through Salesforce

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

9. Authentication on the API endpoint that gets called by webhook

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Feb 26, 2025

10. Ability to add rows to the pricing table footer that do not affect the overall total

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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 24, 2025

11. Calculate total discount based on Subtotal - other discount

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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 21, 2025

12. Echelon Payments integration

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Feb 20, 2025

13. QR code in the Signature Certificate to check the authenticity

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Feb 18, 2025  ·  Edit…  ·  Delete…

    QR code or a website that recipients could navigate to, and enter the reference number to also verify the authenticity

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    Savannah Faulkner supported this idea  ·  Feb 18, 2025

14. Ability to Change Time Zone for a Signature Certificate

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

    Savannah Faulkner supported this idea  ·  Feb 14, 2025

15. Volume-based pricing: show pricing range

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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 12, 2025

16. Add a fee column that would add the fee to all products in a pricing table at once, without having to type it in for each row

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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 7, 2025

17. Rooms: only allow the assigned individual to "complete" the task from the task list

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Feb 6, 2025

18. Description as a separate column

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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  ·  Feb 5, 2025

19. 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

20. 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