2991 results found
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4 votes
Lindsey Schocke responded
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Selected filters remain when user returns to the documents tab
When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain
4 votesValeryia Baranava responded
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4 votes
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Sync changes in variable names (Monday to PandaDoc)
Instead of re-copy and pasting the variable whenever you make some changes like renaming, it's better if they could be synced so no need to copy and paste again.
4 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis, 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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4 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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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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Hide unchecked line items within the pricing table if they're not selected. Show only selected ones by Recipient
Option to reveal selected items on 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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Line numbers: automated line numbers generated along the left margin of the document as in MS Word
to have automated line numbers generated along the left margin of the document as in MS Word https://support.microsoft.com/en-au/office/add-or-remove-line-numbers-b67cd35e-422c-42eb-adc9-256ca9802e22
4 votes -
Rounded pricing table design and not just plain box
customer wants rounded table design and not just plain box
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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Presentation mode: hide selected pages
Would like to hide certain pages from presentation mode
4 votes -
The ability to connect the discount percentage in the total section of the pricing table with line item discount.
For example -- so that each line item discount % would automatically be what is entered for the
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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Open multiple workspaces all at once in different tabs
Allow for multiple workspaces to be open at once (on different tabs)
4 votes -
4 votes
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Ability to create forms via API.
Ability to create forms via API.
4 votes -
Report for viewed documents
a way to download all the emails for the people that only viewed my template
4 votes -
Smart Content - Selection between One long page or Separate pages
Enhance the current logic of Smart Content — specifically, to give document creators more control over whether content is populated as a single page or across multiple pages (regardless of whether it's a cover page, uploaded content, or multipage).
4 votes -
4 votes
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Modify Billing notifications
Modify Billing notification on payment subscription
4 votes -
authorization (access code) to be added on a template level
authorization (access code) to be added on a template level
4 votes
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