7305 results found

1. EV2 upload pdf within content blocks

   Would like to upload a “pdf” in the middle of content blocks without converting into a jpg

   3 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. Whiteout option on documents
   3 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Option to enable to see the recipient on the inbox

   Option to enable to see the recipient on the inbox

   1 vote

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

4. Documents Sorted by "Created by"

   When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

   7 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Inline comments in templates
   27 votes

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   Idea  ·  2 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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6. Document value for content library items

   Ability to set the Document Value in a Content Library

   1 vote

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. delete recent templates from document wizard

   option a delete recent templates from document wizard

   1 vote

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Filter documents by owner
   14 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. Connectwise

   Integration with ConnectWise

   14 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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10. Multiple Branding Options for One Workspace

    Client would like the ability to add multiple branding settings, (like logos), for one workspace.

    17 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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11. Allow other people besides The document owner to receive renewal notification emails

    Allow other people besides The document owner to receive renewal notification emails

    21 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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12. Conditional Logic set up in Pricing tables

    Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    227 votes

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    13 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • Quote Builder rules
    • Formulas
    • Rules
    • Lookup Tables

    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.

13. Template & CRM Roles mapping: Autofill role with contact Email in Zoho

    Auto assign contact role when creating a document in zoho

    4 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. translate products in pricing table to another languages

    translate products in pricing table to another languages

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. columns to retain their default name in Ev2 once after unhidden

    columns to retain their default name in Ev2 once after unhidden

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. connect different channels in MS Teams to different workspaces in Pandadoc

    connect different channels in MS Teams to different workspaces in Pandadoc

    4 votes

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

    
    

17. Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table

    An ability to pull the catalog items data through the variables into the document/pricing table

    8 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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18. Integration with screen readers (Jaws - a screen reading app)
    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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19. [Bulk action] Select and edit / update several templates at once

    Bulk edit templates

    31 votes

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    Idea  ·  5 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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20. single row table

    A single row table would be very helpfull for a sum on a quate

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded