Settings and activity

619 results found

1. Chime Payment Integration

   4 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  ·  Jul 11, 2024

2. Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jul 8, 2024

3. Give Choice of Radio Button Format

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Jul 8, 2024

4. Redact feature in editing

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

   
   

   Savannah Faulkner supported this idea  ·  Jul 3, 2024

5. [Master settings] Custom variables sharing across templates

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Jul 1, 2024

6. 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

7. 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

8. 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

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

   2 votes

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

10. Link conditional fields

    5 votes

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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

11. 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

12. Support for national eID schemes

    25 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Delete…  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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  ·  Jun 25, 2024

13. Spellchecker: Spell Check in App like Grammarly

    315 votes

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    38 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

14. [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

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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

    
    

    An error occurred while saving the comment
    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

    Save Submitting...
    Savannah Faulkner supported this idea  ·  Jun 13, 2024