Settings and activity

639 results found

1. Save singular fields as content library items

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Sep 7, 2023

2. Ability to upload/ support .txt file

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Sep 7, 2023

3. Ability to collect deposit via Authorize net before completing the document

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   0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Sep 5, 2023

4. Show a document status on the downloaded PDF

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

5. Forms notification: Ability to configure Form notification emails / Turn off or Customize Form submitted email

   54 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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 1, 2023

6. Custom page sizes

   96 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Aug 31, 2023  ·  Edit…  ·  Delete…

   Ability to make a page smaller/ shrink a page

   Save Submitting...

7. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

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   445 votes

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

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

   • Currency formatting
   • Formulas
   • Rules
   • Lookup Tables

   We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   Savannah Faulkner supported this idea  ·  Aug 30, 2023

8. Pay with Stripe without being redirected to a Stripe hosted payment page

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Aug 29, 2023

9. Don't auto send the document to the next signer when share via link and signing order are set up.

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

   
   

   Savannah Faulkner supported this idea  ·  Aug 24, 2023
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   Savannah Faulkner commented  ·  Aug 24, 2023  ·  Edit…  ·  Delete…

   Ability to send a document to each person in a signing order via link manually

   Save Submitting...

10. Ability to duplicate multiple fields at once

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Aug 24, 2023

11. Ability to create a report on the number of agreements signed in relation to HubSpot variables

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Aug 24, 2023

12. A report of all documents created in PandaDoc showing the associated Hubspot deal

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Aug 24, 2023

13. Watermarking

    73 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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  ·  Aug 23, 2023

14. Invalidate a completed document after a set amount of time

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Aug 23, 2023

15. Set a specified text block size

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Aug 22, 2023

16. Gridlines / Ruler

    26 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Savannah Faulkner supported this idea  ·  Aug 22, 2023

17. Automatic PDF attachments to emails notifying about a completed eForm

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  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:

    PDF of a Completed Form

    Savannah Faulkner supported this idea  ·  Aug 22, 2023

18. Export comments/suggestions to Excell or Google Sheets

    6 votes

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

    
    

    Savannah Faulkner supported this idea  ·  Aug 22, 2023
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    Savannah Faulkner commented  ·  Aug 22, 2023  ·  Edit…  ·  Delete…

    Microsoft Word as well

    Save Submitting...

19. Ability to shrink content blocks even more

    4 votes

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

20. Ability to Zoom-in and Zoom-out on document with the help of built-in feature

    74 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding zooming in or out of the document. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
    We appreciate your understanding.

    Savannah Faulkner supported this idea  ·  Aug 21, 2023