Settings and activity

117 results found

1. Merge vertical cells in a table

   55 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

   Charmyn Marchan shared this idea  ·  Sep 7, 2022

2. Total cost in words - variable

   3 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Charmyn Marchan supported this idea  ·  Sep 1, 2022

3. Disable suggestions from catalog in pricing table when typing

   15 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Charmyn Marchan shared this idea  ·  Aug 30, 2022

4. Send documents to slack channels

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Charmyn Marchan shared this idea  ·  Aug 30, 2022

5. Reminders that can be sent to non-signers

   8 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Charmyn Marchan supported this idea  ·  Aug 24, 2022

6. Add the same SKU for multiple catalog items

   5 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

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   Charmyn Marchan commented  ·  Aug 24, 2022  ·  Edit…  ·  Delete…

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

   Save Submitting...
   Charmyn Marchan supported this idea  ·  Aug 24, 2022

7. Affirm or AfterPay

   8 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Charmyn Marchan shared this idea  ·  Aug 18, 2022

8. Bi-directional contact fields

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Charmyn Marchan supported this idea  ·  Jul 28, 2022

9. Allow specifying sender email address with Whitelabeling

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Charmyn Marchan shared this idea  ·  Jul 25, 2022

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

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Charmyn Marchan shared this idea  ·  Jul 6, 2022

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

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    An error occurred while saving the comment
    Charmyn Marchan commented  ·  Jun 30, 2022  ·  Edit…  ·  Delete…

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

    Save Submitting...
    Charmyn Marchan shared this idea  ·  Jun 30, 2022

12. Split the document value

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Charmyn Marchan supported this idea  ·  Jun 20, 2022

13. Export documents/proposals from Apple's Pages

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Charmyn Marchan shared this idea  ·  Jun 16, 2022

14. single row table

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Charmyn Marchan supported this idea  ·  May 26, 2022

15. Automatically resize font in variables

    4 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Charmyn Marchan shared this idea  ·  May 18, 2022

16. Localization of fields placeholder text: translate "Enter value" as well.

    1 vote

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Charmyn Marchan shared this idea  ·  May 17, 2022

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

    206 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Charmyn Marchan supported this idea  ·  May 13, 2022

18. Option to exclude data from deleted documents in reporting

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Charmyn Marchan shared this idea  ·  May 13, 2022

19. Conditional logic for Hubspot

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Charmyn Marchan commented  ·  May 6, 2022  ·  Edit…  ·  Delete…

    Or allow a checkbox to be ticked in association with a pre-defined value from a Hubspot object.

    Save Submitting...

20. Link document multiple objects in CRM (Hubspot, Pipedrive, etc)

    19 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    An error occurred while saving the comment
    Charmyn Marchan commented  ·  May 4, 2022  ·  Edit…  ·  Delete…

    The ability to link the same document to multiple objects in Pipedrive or unlink it from other objects (Contacts, etc.) not just deals.

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    Charmyn Marchan supported this idea  ·  May 4, 2022