Settings and activity

608 results found

1. 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

2. 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

3. 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

4. Ability to delete documents from the Payments page

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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

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

   22 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

6. 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

7. 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

8. 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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9. 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

10. 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

11. 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

12. PandaDoc Notary via PandaDoc mobile app

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  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 16, 2024

13. Do not override template currency with the HubSpot currency when importing products from HubSpot

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Sep 13, 2024

14. CPQ calculations: Excel Formulas.

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    670 votes

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    67 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. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote rules
    • Formulas
    • Rules

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

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    Savannah Faulkner commented  ·  Sep 12, 2024  ·  Edit…  ·  Delete…

    Two fees are added to the total. Would like the ability to calculate the second fee based on the first fee

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

    Calculation for custom fields (added from catalog) in a pricing table or quote builder

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    Savannah Faulkner supported this idea  ·  Jul 10, 2024

15. Do not send the recipient an email containing the document when they start to fill out a form

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Early Access  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!

    Smart Forms

    Savannah Faulkner shared this idea  ·  Sep 12, 2024

16. Only direct the recipient to the payment if they select a certain checkbox

    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 12, 2024

17. Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status

    4 votes

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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 12, 2024

18. Pricing table: disable the option for the recipient to select products if the field is assigned to them

    4 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Sep 12, 2024  ·  Edit…  ·  Delete…

    Would also like this option for Quote Builder

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    Savannah Faulkner shared this idea  ·  Sep 12, 2024

19. More text font size options (right now, only even numbers allowed)

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Sep 11, 2024

20. Option to Download Audit trail in PDF

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Sep 10, 2024