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8 results found

  1. Pricing Table calculations: Excel Formulas.

    662 votes

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    67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Jeff Rosen supported this idea  · 
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    Jeff Rosen commented  · 

    Excel formulas being possible within PandaDoc Tables. Specifically, a sum formula and one for percentage increases/decreases would be ideal.

  2. Ability to remove "Client" as a default addition to new templates

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Jeff Rosen shared this idea  · 

  3. Add recipient's first name and last name while forwarding

    6 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jeff Rosen commented  · 

    Robert pointed out that the forwarding behavior in 2.0 is different than what was seen in 1.0.

    In 1.0 the person whom a document was forwarded was forced into entering their first and last name. Within 2.0 the signature is defaulted to the email address of the new recipient.

    The problem is that some of his documents are returning completed with emails rather than names. It may still be legally binding (not entirely sure here) but it is a large issue for him and the rest of his organization.

    It would be ideal if the user who received the forwarded document had to input their first and last name in 2.0.

  4. Text formatting for catalog

    18 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jeff Rosen supported this idea  · 

  5. Export Report of a Single Document

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Jeff Rosen commented  · 

    Time to close displayed for all documents using template 'X'.

  6. Manually adjust the size of the whole pricing table: Ability to resize pricing table rows

    24 votes

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    6 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Jeff Rosen commented  · 

    Be given the ability to adjust the size of columns and rows within tables.

  7. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

    298 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Early access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

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    Jeff Rosen commented  · 

    Have the ability to edit the formatting for multiple text boxes at once.

  8. Find and Replace All feature within a document / template

    187 votes

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    29 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jeff Rosen commented  · 

    Having the ability to search for a word in a document and be able to delete all instances of it.