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39 results found

  1. Ability to set up deposit payment (% of total) in a document with Quote builder

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder  ·  Admin →
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    Yuliya Tsiushkevich supported this idea  · 

  2. Embed the current document status within the document as a variable. [Document.status] variable / token

    6 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    document completed variable/field

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

    112 votes

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    Idea  ·  18 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    show only own templates

  4. Change Document Status option in the Document view Itself

    62 votes

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    Idea  ·  11 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

  5. Integrate and upload CSV/Excel/XLSX as an editable content in PandaDoc

    36 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

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

    59 votes

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    Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » API, Payments & 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  · 

  7. 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

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

    26 votes

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    9 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

  9. Place a page break block inside a pricing table

    101 votes

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    Idea  ·  19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    place page break inside a text block

  10. 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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  11. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    353 votes

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    61 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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  12. MD-Staff

    1 vote

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

  13. Integration with Bill.com

    4 votes

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

    16 votes

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

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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  16. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

    20 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

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

  17. quantity editing for all the pricing table

    4 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  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  · 

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

    203 votes

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    Idea  ·  35 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

  19. link a document to contacts in hubspot

    15 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API, Payments & 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  · 

  20. 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  · 
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