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  1. add collaborator to a batch of document or all new documents at once

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →

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

    123 votes

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    23 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF behaviour for multi-page pricing tables within PandaDoc.

    For more information, please click the link below!

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

    Erin Hurley-Brown supported this idea  · 

  3. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    Erin Hurley-Brown supported this idea  · 

  4. Create a report/track data about Pricing table items and show Line Item statistics with data export

    9 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    An error occurred while saving the comment
    Erin Hurley-Brown commented  · 

    I am the person who originally submitted this idea. Specifically, I want the ability to indicate an item of interest (let's call it "Item A") in my PandaDoc catalog and generate a report showing how many times I *sold* this item (ie document status = "Completed" AND document includes Item A), along with the quantity sold, for a date range of interest. This will greatly help any Sales team using PandaDoc track exactly what they sold in the case that Panda doesn't already integrate with their accounting/CRM software. Thanks for your consideration!

    Erin Hurley-Brown supported this idea  ·