6413 results found

1. Move user(s) between workspaces

   Be able to move a user from workspace A to workspace B (at the moment you have to delete a user from workspace A and add a user to workspace B)

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   1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

2. translate products in pricing table to another languages

   translate products in pricing table to another languages

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

3. Add a Heading on the Pricing Table (and use it in the Table Of Contents)

   Ability to add a heading in the pricing table

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   3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

4. Document Payment date variable

   a variable that autopopulates when the document was paid

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

5. An ability to add decimals in the "Numbers only" text field

   An ability to add decimals in the "Numbers only" text field

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

6. comments feature for uploaded documents

   comments feature for uploaded documents

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

7. Automate.io

   Introduce native automate.io integration

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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8. Localization issues ( Europe )

   language issues (date, position of the € sign).

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   Idea  ·  0 comments  ·  Localization  ·  Delete…  ·  Admin →
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9. API

   No Open API on the customer side

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   Idea  ·  0 comments  ·  API  ·  Delete…  ·  Admin →
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10. Quick view for pending documents needs to sign

    Quick view for pending documents needs to sign

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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11. ability to add multiple choice option to sections, so that recipient could choose between sections

    ability to add multiple choice option to sections, so that recipient could choose between sections

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    1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminAnastasia Koshko (Admin, 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:

    • https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options

    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.

12. Automatically include Stripe fee as a column in the pricing table. 3.75% out of payment amount for credit card payments and 15$ for wire tr
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    Idea  ·  1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
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13. Add a dynamic date field to put on templates

    • Be sure to not have to change the date manually before generating a document via a template.
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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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14. Download Trail

    A feature to track the users who have downloaded the files in the workspace

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. Collaborative Version History: if someone made a revision on a template

    An updated version of the version history where it shows all the users who made changes in a file.

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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16. [Hubspot] Create a document from a predefined object in Hubspot only

    A customer wants to decide in which object their sales team is able to create documents.

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    Idea  ·  2 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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17. Subtotal for columns in Pricing Table
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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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18. link products in the catalogue to existing products in Stripe
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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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19. Notification toggle for the approval workflow for people within a approver group
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    Idea  ·  2 comments  ·  Approvals  ·  Delete…  ·  Admin →
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20. Sync Pandadoc CPQ with Salesforce Pricebooks

    We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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