Settings and activity

597 results found

1. Tokens cross-object population for Salesforce

   30 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Oct 9, 2024

2. Stripe: send invoice after payment was made

   19 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Oct 8, 2024  ·  Edit…  ·  Delete…

   would like to do this via API

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   Savannah Faulkner supported this idea  ·  Oct 8, 2024

3. Round corners for blocks: Corner radius editing for content blocks (Rounded Edges for Text Block Borders)

   12 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Oct 3, 2024

4. Personalized links: White-label document URL (recipient link) / Customize the links for documents

   127 votes

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   20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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  ·  Oct 3, 2024

5. ECS Payments

   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  ·  Oct 1, 2024

6. More formatting options for numbering lists

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   49 votes

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   10 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.

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   Savannah Faulkner commented  ·  Sep 25, 2024  ·  Edit…  ·  Delete…

   Do not indent numbering

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   Savannah Faulkner supported this idea  ·  Apr 3, 2024
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   Savannah Faulkner commented  ·  Apr 3, 2024  ·  Edit…  ·  Delete…

   Ability to bold numbered lists

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7. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

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   59 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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 24, 2024

8. Send the document along with Quickbooks invoice

   2 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Sep 23, 2024

9. Reporting: add reason for decline

   3 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  ·  Sep 23, 2024

10. Reminders that can be sent to non-signers

    8 votes

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

    
    

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    Savannah Faulkner commented  ·  Sep 20, 2024  ·  Edit…  ·  Delete…

    This would be great for the expiration reminders as well

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    Savannah Faulkner supported this idea  ·  Sep 20, 2024

11. Option to send a document via email and SMS via Zapier

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Sep 20, 2024

12. View an overall list of the taxes collected through payments on documents

    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  ·  Sep 20, 2024

13. Ability to delete documents from the Payments 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  ·  Sep 20, 2024

14. Multiple layers of conditional fields: conditional field within a conditional field

    21 votes

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

    
    

    Savannah Faulkner supported this idea  ·  Sep 19, 2024

15. Ability to break up the date field into 3 fields: one for day, one for month, and the other for year (with autofill)

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Sep 19, 2024

16. PandaDoc mobile app and Monday CRM mobile app integration.

    8 votes

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

    
    

    Savannah Faulkner supported this idea  ·  Sep 19, 2024

17. Duplicate pricing table rows

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    24 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Sep 18, 2024  ·  Edit…  ·  Delete…

    Duplicate a pricing table row

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18. Signature Certificate: Hide or Remove Information from signature certificate

    87 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  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 17, 2024

19. Send the document automatically after approval

    90 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (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.

    Savannah Faulkner supported this idea  ·  Sep 17, 2024

20. Recover deleted Templates & Content Library items

    14 votes

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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  ·  Sep 17, 2024