2928 results found
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Subtotal for multi-selected pricing table blocks across a document
Subtotal options when working with multiple pricing table blocks - be able to tick some of the blocks and reflect their subtotals
3 votesHi. 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!
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Profit Margin in Reporting
Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.
6 votesValeryia Baranava responded
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Place a page break block inside a table of contents (TOC): split into pages
Option to split Table of contents to another page
21 votes -
Default Saved Message: automatically choose a saved message for a document
Ability to set a default saved message
23 votes -
2 votes
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Inbox, filter by status for documents
Filter documents in Inbox by status
15 votes -
Setting specific renewal date manually
It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.
7 votes -
General API key
Option to get one centralized API key for all workspaces
12 votes -
Import Folder to Content Library: upload multiple files to content library
Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.
36 votes -
3 votes
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add multiple pricing tables in once document created via Salesforce
add multiple pricing tables in once document created via Salesforce
4 votesThank you for your idea! I've analyzed your request about adding multiple pricing tables in documents created via Salesforce.
It appears this functionality is already available through our Merge Rules feature. You can define which items should appear under pricing tables and quote builder sections using this functionality.
For detailed instructions on how to configure this, please check our support article: https://support.pandadoc.com/en/articles/9714724-salesforce-map-quote-builder-columns-with-fields
If you're looking for something different than what Merge Rules offers, or if you have a specific use case that isn't covered by the current functionality, please leave a more detailed comment explaining your needs.
Alternatively, I'd be happy to schedule a short meeting to better understand your requirements.
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Use images in saved messages
Use images in saved messages
10 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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59 votes
We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Signing order for CC recipients: CC person view first then only the signer recipients need to sign
Signing order for both for CC recipients and signers
9 votesHi. 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!
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Option to convert /transfer info of normal table to the pricing table
Option to convert /transfer info of normal table to the pricing table.
-Will allow to convert or tranfer the data from a table to the pricing table
4 votesHi. 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!
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Automatically align selected fields
Automatically align selected fields
15 votes -
2 votes
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Redlining: ability to enable / disable suggestions for certain recipients only.
Ability to enable suggestions for certain recipients only.
7 votes -
Auto-fill sender's signature once the document is signed by the client
Auto-fill sender's signature once the document is signed by the client
52 votesHi. 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!
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7 votes
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