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90 results found

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

    1 vote

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

  2. Drop-down value for Variables

    2 votes

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    1 comment  ·  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 shared this idea  · 

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

    12 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  · 

  4. [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.

  5. Use image library items for smart content

    2 votes

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

  6. Set due dates for payments

    1 vote

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

  7. Note for partial payment amount

    2 votes

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

  8. Merge vertical cells in a table

    5 votes

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

  9. Total cost in words - variable

    2 votes

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

  10. Disable suggestions from catalog in pricing table when typing

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  11. Send documents to slack channels

    1 vote

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

  12. Reminders that can be sent to non-signers

    6 votes

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

  13. Add the same SKU for multiple catalog items

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Charmyn Marchan commented  · 

    This is helpful with product variations such as color, size, etc.

    Charmyn Marchan supported this idea  · 

  14. Integration with Affirm or AfterPay

    1 vote

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

  15. Better Behavior When Transferring Ownership of Documents Held Within Folders

    8 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  16. Bi-directional contact fields

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  17. Allow specifying sender email address with Whitelabeling

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  18. Ability to adjust the size of all fields (checkboxes) at the same time

    1 vote

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

  19. Ability to access PandaDoc via MS Dynamics' Context IQ

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Charmyn Marchan commented  · 

    To be able to successfully use Dynamics365+PandaDocs within Microsoft Teams.

    Charmyn Marchan shared this idea  · 

  20. Split the document value

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Charmyn Marchan supported this idea  · 
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