Settings and activity

646 results found

1. Calculate a total for a pricing table plus a regular table

   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  ·  Jan 22, 2024

2. MP4 Display Option Added to Video Block

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

   Savannah Faulkner supported this idea  ·  Jan 19, 2024

3. Change title [PandaDoc] Signed copy of "..." to a custom text.

   25 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Jan 19, 2024

4. Auto-populate fields with Pipedrive data via API after linking to a deal.

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jan 16, 2024

5. Automatically pre-assign a template role with the contact owner email from HubSpot

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jan 11, 2024

6. Remove response from form/ CSV when deleting the form response document

   3 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jan 11, 2024

7. Inbox, filter by status for documents

   15 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

   Savannah Faulkner supported this idea  ·  Jan 10, 2024
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   Savannah Faulkner commented  ·  Jan 10, 2024  ·  Edit…  ·  Delete…

   Filter Inbox by documents that need action (unviewed documents, yellow background)

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8. Sort Pricing table by SKU

   6 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

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   Savannah Faulkner commented  ·  Jan 10, 2024  ·  Edit…  ·  Delete…

   Automatically order products by SKU when adding to the pricing table

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   Savannah Faulkner supported this idea  ·  Jan 10, 2024

9. Ability to choose which recipients receive signature certificate

   4 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  ·  Jan 10, 2024

10. text next to radio buttons

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

    Savannah Faulkner supported this idea  ·  Jan 10, 2024

11. Ability to add a custom field column in a Report (such as fields used with integrations)

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jan 9, 2024

12. Ability to add content library items on top of uploaded pages

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jan 9, 2024

13. Fields move automatically with text blocks: link fields to blocks

    137 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Savannah Faulkner supported this idea  ·  Jan 8, 2024

14. Replace Source file for specific Page

    14 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  ·  Dec 28, 2023

15. ClickUp

    17 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Dec 27, 2023

16. Be able to change the background color of text fields (not text blocks)

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

    An error occurred while saving the comment
    Savannah Faulkner commented  ·  Dec 27, 2023  ·  Edit…  ·  Delete…

    Change field background color

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    Savannah Faulkner supported this idea  ·  Dec 27, 2023

17. Option to define the template which document was created from

    66 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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  ·  Dec 26, 2023

18. Change the default reply-to email address

    30 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Dec 22, 2023

19. Set Variable formatting passed from CRM (commas in variables)

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    130 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    Savannah Faulkner supported this idea  ·  Dec 20, 2023

20. Bulk print multiple docs

    8 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

    Savannah Faulkner supported this idea  ·  Dec 19, 2023