Settings and activity
14 results found
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1 vote
AdminMichael Bauza (Admin, PandaDoc) shared this idea ·
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1 vote
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15 votes
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2 votes
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1 vote
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1 vote
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7 votes
An error occurred while saving the comment -
46 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Have the ability to hide pages in a document as well as hide a pricing table from other recipients.
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67 votes
Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.
       - Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
       *Important: Make sure at least one field is assigned to the recipient to interact with the quote.
       - Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
       Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'
More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.An error occurred while saving the comment 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.
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13 votes
An error occurred while saving the comment Have text from dropdown fields be able to be displayed as multiline text.
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6 votes
An error occurred while saving the comment The customer would to have the option to place documents in folder after creating them from a template.
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30 votes
Hi there! Thank you for submitting your idea. 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 The customer would like to have the option to send a reminder to themselves as well as one to the recipient.
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439 votes
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:
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
An error occurred while saving the comment 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.
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27 votes
An error occurred while saving the comment 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).
Allow for imported PDFs containing a TOC to work the same as our TOC in the editor, when they click on a section from the TOC it will take them to the corresponding section in the document of the imported PDF.