Settings and activity

517 results found

1. Transfer content between accounts: Option to transfer document /template/Library items to other account.

   9 votes

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

   
   

   Savannah Faulkner supported this idea  ·  Apr 12, 2023

2. Change the sender

   20 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Apr 5, 2023

3. Ability to add or attach a document / attachment to a completed document

   20 votes

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

   
   

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   Savannah Faulkner commented  ·  Apr 3, 2023  ·  Edit…  ·  Delete…

   The ability to upload files to a document even after the status has been changed to complete.

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   Savannah Faulkner supported this idea  ·  Apr 3, 2023

4. Fill in variables on the template level

   3 votes

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

   
   

   Savannah Faulkner shared this idea  ·  Apr 3, 2023

5. Make Variable Field Type Boxes Expandable

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   8 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Mar 30, 2023

6. Unsend sent document/notification

   21 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Mar 30, 2023

7. Schedule Sending documents

   235 votes

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   21 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) 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  ·  Mar 30, 2023
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   Savannah Faulkner commented  ·  Mar 9, 2023  ·  Edit…  ·  Delete…

   The ability to set a specific time for documents to be sent out automatically.

   Example: I want documents to go out at 8 in the morning the next day.

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8. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

   260 votes

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   48 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Being evaluated  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   
   

   Savannah Faulkner supported this idea  ·  Mar 30, 2023

9. Add Subscriptions to Pricing table

   5 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Mar 29, 2023  ·  Edit…  ·  Delete…

   Would like to be able to show the total price, divided by the number of payments. Total cost = $XXXX/mo for Y Months.

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   Savannah Faulkner supported this idea  ·  Mar 29, 2023

10. Show / keep fields when document is downloaded in PDF so the recipient can sign on paper

    30 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 28, 2023

11. Ability to save bundled documents separately within Salesforce

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Savannah Faulkner shared this idea  ·  Mar 27, 2023

12. Collect Files Field Sync with Google Drive

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 24, 2023

13. Customize signature certificate design

    52 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  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  ·  Mar 20, 2023

14. Option to add multiple signature fields assigned to the list of recipients at once

    17 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 16, 2023

15. Convert a form to a template [Workaround in comments]

    113 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) 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  ·  Mar 16, 2023

16. Ability to have multiple optional initial fields (conditional)

    3 votes

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

    
    

    Savannah Faulkner shared this idea  ·  Mar 15, 2023

17. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    148 votes

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    12 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 from when the previous comment was posted. Please check back for updates.

    Savannah Faulkner supported this idea  ·  Mar 13, 2023

18. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    132 votes

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    18 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 from when the previous comment was posted. Please check back for updates.

    Savannah Faulkner supported this idea  ·  Mar 9, 2023

19. Ability to resize video content blocks

    1 vote

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

    
    

    Savannah Faulkner shared this idea  ·  Mar 9, 2023

20. Option to rotate pages of a document

    93 votes

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    6 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  ·  Mar 9, 2023