Settings and activity

561 results found

1. Add a description field to a template for internal visibility

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Jun 28, 2024  ·  Edit…  ·  Delete…

   Ability to add a template description. This would be helpful when choosing a template when creating a document via a CRM

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   Savannah Faulkner supported this idea  ·  Jun 28, 2024

2. Limit access to Template/Documents regardless of license type

   7 votes

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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 supported this idea  ·  Jun 28, 2024

3. Manually change document status to Incomplete

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jun 27, 2024

4. Calculate the subtotal based on the discount of one item instead of based on the full quantity

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jun 26, 2024

5. Link conditional fields

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jun 26, 2024

6. Upload video from computer to video block

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Jun 25, 2024

7. BankID

   19 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Jun 25, 2024

8. Spellchecker: Spell Check in App like Grammarly

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   34 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  ·  Jun 21, 2024

9. [Comments] Include comments in the downloaded doc

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   27 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Jun 19, 2024

10. Restrict document creators from selecting Skip when adding recipients (force them to select Continue instead)

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jun 19, 2024

11. HubSpot - show total ARR at the bottom of the pricing table

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jun 18, 2024

12. Two way sync with Pipedrive

    43 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for sharing your request! While this feature isn't available yet, we're excited to let you know it’s in our plans and development will begin soon. Once it's ready, we'll announce it through our product newsletter and an in-app alert in PandaDoc. Stay tuned, and thanks again for your feedback!

    Savannah Faulkner supported this idea  ·  Jun 14, 2024

13. Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jun 14, 2024

14. Option to restrict users to manually decline documents

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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  ·  Jun 14, 2024

15. Restrict users from declining a document after a specific amount of days

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jun 14, 2024

16. to enable a client to forward the document to more than one recipient.

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    2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

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    Savannah Faulkner commented  ·  Jun 13, 2024  ·  Edit…  ·  Delete…

    Workflow:
    1. Assign all fields to one recipient and send to them
    2. They forward the document to a second person who fills in some fields
    3. This second person forwards the document to a third person who fills in the rest of the fields

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    Savannah Faulkner supported this idea  ·  Jun 13, 2024

17. Cash App integration for payment option

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

18. Ability to modify payment getaways on the document/template level

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    3 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Jun 11, 2024  ·  Edit…  ·  Delete…

    Ability to choose which payment gateway you want the recipient to use on the document (instead of in workspace defaults)
    This would allow you to choose the payment gateway per individual document

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    Savannah Faulkner supported this idea  ·  Jun 11, 2024

19. Ability to embed a 3D model.

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

    
    

    Savannah Faulkner supported this idea  ·  Jun 10, 2024

20. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    13 votes

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

    
    

    Savannah Faulkner supported this idea  ·  Jun 10, 2024