Settings and activity

585 results found

1. Add default option for Date > Autofill with Signing Date

   13 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Early Access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   
   

   Savannah Faulkner supported this idea  ·  Oct 6, 2023

2. Able to use Variables in titles when sending documents via Bulk Send

   13 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Oct 4, 2023  ·  Edit…  ·  Delete…

   Ability to update document title when uploading a CSV for Bulk Send

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   Savannah Faulkner supported this idea  ·  Oct 4, 2023

3. Add Approval Workflow to Document In Draft Form (currently, can only do in a template)

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Oct 4, 2023

4. Automatically add variables to a newly created template

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Oct 4, 2023

5. Ability to access templates without a user license

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Oct 4, 2023

6. Default custom theme for Ev2

   6 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Oct 3, 2023

7. Be able to add Templates and Documents into a folder

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Savannah Faulkner supported this idea  ·  Oct 2, 2023

8. Automatically fill a date field once the approval workflow has been completed

   2 votes

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

9. Document background image in Ev2

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   55 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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.

   Savannah Faulkner supported this idea  ·  Sep 27, 2023

10. Select the whole pricing table as a multiple choice option.

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Savannah Faulkner supported this idea  ·  Sep 25, 2023

11. Ability to pull contact tokens from Hubspot deal

    48 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (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  ·  Sep 25, 2023

12. Ability to choose on the template level which pricing table defaults as the document value

    2 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  ·  Sep 22, 2023

13. Salesforce: ability to pass recipient job title

    2 votes

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

14. Place content blocks/Images inside of another Content block

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    101 votes

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    14 comments  ·  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  ·  Sep 20, 2023

15. Ability to restrict/lock field editing and placement on templates/ documents

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Sep 19, 2023

16. Ability to remove the "by [client name]" section of a form

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    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Sep 19, 2023

17. Duplicate workspaces

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Sep 15, 2023

18. Ability to sort by signer statuses for a document in the documents tab

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Sep 14, 2023  ·  Edit…  ·  Delete…

    Ability to sort document list on documents tab by Signed status

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    Savannah Faulkner supported this idea  ·  Sep 14, 2023

19. merge workspaces within one account

    24 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Savannah Faulkner supported this idea  ·  Sep 13, 2023

20. hubspot to pull tokens from multiple objects

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Sep 13, 2023