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39 results found

  1. 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

  2. On the day exchange rate calculation.

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    when adding products with different currencies in PrTable, convert currency to the one that enabled for this pricing table

  3. Show / keep fields when document is downloaded in PDF so the recipient can sign on paper

    16 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    ability to make fields visible on the printed documents

  4. Expand Pricing Table Descriptions

    4 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    hide description of products and then make them visible by clicking on the + sign

  5. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    41 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    forms compatibility with Integromat

  6. Pre-sign template (or a Form): Fill in signature on template level

    128 votes

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    Idea  ·  21 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    auto-sign documents

  7. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

    26 votes

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

    export documents into excel

  8. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

    73 votes

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    Idea  ·  22 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    button in the document which will navigate you to another page in the document

  9. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    480 votes

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    Idea  ·  52 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    clone fields like in adobe sign. when someone fills in the name in the above field it automatically goes to the beneath one too

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    Yuliya Tsiushkevich commented  · 

    change variable according to the information inserted in the field by a recipient

  10. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    291 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    change recipients in sent documents

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    Yuliya Tsiushkevich commented  · 

    changing email of a recipient for sent document

  11. Image library: bulk upload feature for images

    62 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    add many images at once

  12. Edit uploaded PDFs: OCR

    168 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    Click Edit to upload another source file for a template. The fields should remain where they are.

  13. Option to rotate pages of an uploaded document

    61 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    ability to turn pages to landscape for uploaded documents

  14. [Bulk actions] Ability multiselect for blocks and fields (for copy-paste)

    230 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    move multiple blocks at once

  15. Save ACH payment details for future payments

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    field to capture ACH information without payment

  16. Alerts to Sender when Document is not Viewed/Signed

    20 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    Send reminders for not open documents

  17. Calculated Variables in Pricing tables

    56 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    fill the price in the pricing table with a variable

  18. Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.

    13 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    if variables don't have value they shouldn't show up in the document

  19. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    69 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Yuliya Tsiushkevich commented  · 

    changing the link to include the recipient's name in the link itself

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