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38 results found

  1. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    105 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    show only own templates

  2. Change Document Status in the Document Itself

    47 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    ability to change a doc status on a document leve

  3. View Cost of products in Pricing table on the recipients end

    13 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    ability to show cost to recipients

  4. upload csv/excel as an editable content

    30 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    ability to paste columns from excel to existing PandaDoc tables

  5. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    43 votes

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    Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    keep both template and object names when creating a document in Hubspot

    Yuliya Tsiushkevich shared this idea  · 

  6. ability to copy and paste line items

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    ability to copy items in pricing table

  7. The ability to change the statuses of the document to any possible status manually.

    22 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    ability to manually change the status of a doc from draft to sent, viewed etc

  8. Place a page break block inside a pricing table

    70 votes

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    Idea  ·  14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    place page break inside a text block

  9. Ability to change the color of bullet points Editor 2.0.

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  10. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    318 votes

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    Idea  ·  50 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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  11. MD-Staff

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Yuliya Tsiushkevich shared this idea  · 

  12. Integration with Bill.com

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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  13. Text formatting for catalog

    15 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  14. eIDAS higher levels compliance

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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  15. Recipients to be able to edit pricing table

    16 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    ability for signers to edit cells in total section (gratuity)

  16. quantity editing for all the pricing table

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    ability to update quantity of products automatically in all cells in 1 column

    Yuliya Tsiushkevich shared this idea  · 

  17. Log in via 2FA (Two Factor Authentication) / MFA

    150 votes

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    In development  ·  24 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    two factor authentication - pop up window asking to confirm the password

  18. link a document to contacts in hubspot

    9 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    automatically link documents to a Hubspot object when sending documents in bulk

    Yuliya Tsiushkevich shared this idea  · 

  19. average time spent per page that recipients spend on all documents created from 1 template

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Yuliya Tsiushkevich shared this idea  · 

  20. Flexible pricing table images: adding directly to the pricing table

    27 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    keep both name and description in 1 column and have a separate image column

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