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  1. 15 votes

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    Valeryia Baranava commented  · 

    Ability for checkboxes to automatically align

    Valeryia Baranava shared this idea  · 
  2. 24 votes

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    Valeryia Baranava commented  · 

    Adjust the size of the section in pricing table

  3. 32 votes

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    Valeryia Baranava commented  · 

    in case you have enabled to receive a PDF copy once the document is completed, and the document has attachments in it, you will receive only the cope of the document itself.
    Want to receive attachments as well assigned.

  4. 2 votes

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    Valeryia Baranava commented  · 

    "You can update your templates and content library items with updated products automatically. Note, custom product fields will not be updated." The request is to be able to update the custom product fields as well. The original article is here: https://support.pandadoc.com/hc/en-us/articles/360007915153-Import-and-export-your-catalog-via-CSV#h_51d7b030-032d-4602-8b1b-a4db6c495611

  5. 8 votes

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    Valeryia Baranava commented  · 

    If I send an invoice created in PandaDoc, then I add the payment option which is Stripe, so they will have 2 kind of invoices one from PandaDoc ( the invoice that I created to my client) and another from stripe
    What I am looking for is:
    I would like to: when my client pay the contract. Automatically receive and invoice created with the invoice templates in PandaDoc

  6. 4 votes

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    Valeryia Baranava commented  · 

    Can I use a product and services section subtotal as a variable in another area.

  7. 17 votes

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    Valeryia Baranava commented  · 

    Example:

  8. 3 votes

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  9. 1 vote

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    Valeryia Baranava commented  · 

    "When an order form is completed, it currently goes to the Form specific folder. I want it to go to the general document list."

  10. 3 votes

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    Valeryia Baranava commented  · 

    Example:

  11. 6 votes

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    Valeryia Baranava commented  · 

    Example:

  12. 6 votes

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    Valeryia Baranava commented  · 

    Make certain pages required to view/scroll through

  13. 7 votes

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    Valeryia Baranava commented  · 

    Customer's comment: " i dont want to use my lawyer.. i was hoping you guys had one.. lol its all good thought. thanks for your time."

  14. 130 votes

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    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

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    Valeryia Baranava commented  · 

    "How can I change the date variable format? currently it is 1982-08-19 in PandaDoc document, but I want it to be 19.08.1982 like in Pipedrive"

  15. 47 votes

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    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!

    Valeryia Baranava supported this idea  · 
  16. 5 votes

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    Valeryia Baranava commented  · 

    Screenshot attached.

  17. 3 votes

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    Valeryia Baranava commented  · 

    "How can I control what shows up in the Quick Access menu when creating a new template?"

  18. 4 votes

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    Valeryia Baranava commented  · 
  19. 15 votes

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    Valeryia Baranava commented  · 

    "How can I move pricing table content from one page to another page?
    I want to move all Options to the Options page.
    Looks like I must rebuild the table on the new page."

  20. 26 votes

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    Valeryia Baranava commented  · 

    Possibility to 1) restrict editing of the name column 2) allow editing and hiding the Price and Quantity columns in pricing table