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7 results found

  1. Ability to manually rearrange the order of the content library items used in a specific template smart content block

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →

  2. Calculated Variables in Pricing tables

    91 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  3. Document sent variable that auto-populates

    40 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

  4. Send the document automatically after approval

    107 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    An error occurred while saving the comment
    annemieke.wellin commented  · 

    This is actually the point why we've been introduced to the approval workflow. So yes please, make this possible!

    annemieke.wellin supported this idea  · 

  5. Auto-reminders: customize the text in reminder message

    344 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    annemieke.wellin supported this idea  · 

  6. Save entire page with header/footer in the content library

    67 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    annemieke.wellin commented  · 

    yes please!! that would help SO much!!

    annemieke.wellin supported this idea  · 

  7. Templates are updated once the Content library item is updated as well

    169 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to auto-update your Templates has been released. Please see this link for more information.

    For more insights about Conditional Smart Content for Senders, refer to this article.

    Thank you for sharing your feedback, stay tuned for other updates!

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    annemieke.wellin commented  · 

    I'm wondering what the status is to this request (which i suggested in a support call about a year ago).

    It would be amazing if your current templates would update with the latest changes to certain content blocks.
    Because right now, I'm manually changing 20 templates everytime our terms & conditions have a slight update...