Settings and activity

608 results found

1. Automation: The automatically sent document will contain information provided by the recipients from the first document

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   1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Nov 27, 2023  ·  Edit…  ·  Delete…

   When using the automation "Sending another document when PandaDoc document status changes" the second document will be sent to different recipients than the first document

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   Savannah Faulkner shared this idea  ·  Nov 27, 2023

2. Have a form automatically signed by the publisher when published

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Nov 27, 2023

3. Ability to save smart content/smart content rules (Сontent library for Smart content)

   24 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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  ·  Nov 22, 2023

4. The Signing order should be set on Bundling feature.

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

   
   

   Savannah Faulkner supported this idea  ·  Nov 22, 2023

5. Ability to see which user made an edit/ change to an item

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Nov 21, 2023

6. Resend document to approver/ "ping" or notify approver or send a reminder to approve document

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   0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Nov 21, 2023

7. Ability to share a document link with non recipients

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Nov 21, 2023

8. Export list containing document name, template used, and HubSpot object ID from a document

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Nov 21, 2023

9. Lock completed documents

   27 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Nov 16, 2023

10. Integrate with RD Station

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Nov 16, 2023

11. Send a prompt to the document creator if they select/edit specific parts of a document

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Nov 16, 2023

12. Add tags to multiple content library items at once

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Nov 16, 2023

13. Import Folder to Content Library: upload multiple files to content library

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

    
    

    Savannah Faulkner supported this idea  ·  Nov 16, 2023

14. Ability for a third party/ non recipient to view a completed document that was forwarded to them

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Nov 16, 2023

15. Ability to bundle products with one-time payments and recurring payments into one batch

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    In Development  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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    Savannah Faulkner commented  ·  Nov 14, 2023  ·  Edit…  ·  Delete…

    Ability to bundle products with recurring pricing

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    Savannah Faulkner supported this idea  ·  Nov 14, 2023

16. Ability to change default title for documents created via HubSpot

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Nov 14, 2023

17. Email notification for Sender to verify that the document is sent

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Savannah Faulkner supported this idea  ·  Nov 13, 2023

18. upload document from email to pandadoc

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Nov 13, 2023

19. Ability to view how a recipient paid/payment method inside of a document

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Nov 9, 2023

20. Set expiration date when uploading the document

    18 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Nov 8, 2023