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102 results found

  1. Automation for Zoho: if I select the Zoho CRM Checkbox then a Page or Block with all that informations about the product would appear

    2 votes

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

  2. Use same set of radio buttons across pages

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  3. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  4. Automation that will add collaborators to documents

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  5. Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

    123 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Early access  ·  AdminNataliia‌ Onkina‌ (Admin, PandaDoc) responded

    Hi everyone,

    We appreciate your feedback regarding the Page breaks topic. After a product and technical investigation, we released a few improvements.


    We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF rendering experience for multi-page pricing tables within PandaDoc. More information is available here.


    Additionally, we released a beta version of a few more features based on user requests regarding page breaks. We’ve added upvoters (organizations) of this feature to the beta tester group.

    What’s inside these beta version improvements?

    • Grand total cannot be alone on the next page if pricing rows are huge. Instead, it will move to the next page with 1 or 2 lines
    • If a section header is the last line in the pricing table on a page, it will move to the next page
    • Finally, we have added a feature that…
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    Charmyn Marchan commented  · 

    For a long pricing table to span more than one page without splitting it regardless of the page layout.

    Charmyn Marchan supported this idea  · 

  6. Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Charmyn Marchan supported this idea  · 
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    Charmyn Marchan commented  · 

    The ability to download a list of documents created from CRM integrations only.

  7. View-only form: only create a sequenced form (document) if the client signs the form

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  8. To pull in a CRM field value as document value: populate Document Value from CRM integration

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Document Value  ·  Admin →
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    Charmyn Marchan supported this idea  · 
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    Charmyn Marchan commented  · 

    Option to use field information as a document value.

  9. HIPAA banner

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  10. Localization: Set Signature Certificate language (German, Spanish, Dutch, Portuguese, etc.)

    16 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    Charmyn Marchan commented  · 

    Download signature certificate in Spanish

    Charmyn Marchan supported this idea  · 

  11. Customize signature certificate design

    45 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Charmyn Marchan commented  · 

    Set Signature Certificate layout/page size to 8.5 X11 as documents are rejected by FL courts.

    Charmyn Marchan supported this idea  · 

  12. Default size and font for a field

    37 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  13. Option to set expiration for link shared with the recipient [Workaround in comments]

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  14. Smart Content to Support Drop-down values from variables

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  15. Variables working with Dropdown fields / Drop-down value for Variables

    5 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan commented  · 

    The variables should also support drop-down fields with fixed values that are set by the sender.

    Charmyn Marchan supported this idea  · 
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    Charmyn Marchan commented  · 

    The variables should also support drop-down fields with fixed values that are set by the sender.

  16. Document Opened Date System Variable: Autofill date field or variable with date recipient opens the document

    15 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan commented  · 

    Pull info from Analytics into variable such as the date when the document is viewed for the first time, etc.

    Charmyn Marchan supported this idea  · 

  17. [Bulk actions] Add tags to many templates in one click

    4 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Charmyn Marchan supported this idea  · 
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    Charmyn Marchan commented  · 

    Also, remove tags on multiple documents in one go.

  18. Use image library items for smart content

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  19. Set due dates for payments

    1 vote

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

  20. Note for partial payment amount

    6 votes

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