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7 results found

  1. Hide some pages from one of the signers / recipients

    15 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Michael Bauza commented  · 

    Have the ability to hide pages in a document as well as hide a pricing table from other recipients.

  2. Set optional items as required in pricing table

    32 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Michael Bauza commented  · 

    Customer would love to have the ability to have options in a table or pricing table be able to be marked as required, similar to how fields are required.

  3. Expand the dropdown line if its text is too long: Make dropdown display a large amount of text

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Michael Bauza commented  · 

    Have text from dropdown fields be able to be displayed as multiline text.

  4. The ability to move the completed documents created from the specific templates into the folder in the documents tab automatically

    6 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Michael Bauza commented  · 

    The customer would to have the option to place documents in folder after creating them from a template.

  5. Alerts to Sender when Document is not Viewed/Signed

    20 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Michael Bauza commented  · 

    The customer would like to have the option to send a reminder to themselves as well as one to the recipient.

  6. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    327 votes

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    Idea  ·  50 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Michael Bauza commented  · 

    The customer would like to have the ability to remove decimals and change in the pricing table. Example: instead of $100.00 they want it say $100.

  7. Ability to search within the document

    12 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Michael Bauza commented  · 

    There is a phrase (Schedule of Federal Financial Assistance) that has been used in the proposal. Now they want me to change that to something else. I wondered if there was a way to search for it (instead of me having to read through the whole proposal).