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34 results found

  1. Switch Workspaces in Salesforce

    28 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  2. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

    31 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  3. Set Variable formatting passed from CRM (commas in variables)

    112 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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.

    Michael Sproles supported this idea  · 

  4. Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  5. Salesforce, link PandaDocs to a custom Salesforce object

    26 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Michael Sproles supported this idea  · 

  6. Pricing Table - set up Default Tax: Tax calculations

    43 votes

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    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Being evaluated  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) responded

    Hi, 

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    Michael Sproles supported this idea  · 

  7. discounted price per unit

    26 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Michael Sproles supported this idea  · 

  8. Dropdown in the pricing table

    40 votes

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    3 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Technical Support Associate, 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!

    Michael Sproles supported this idea  · 

  9. Add option to have Discount and Tax items in the footer display the total of each from the line items

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Michael Sproles shared this idea  · 

  10. [Pricing Table] display Subtotal without Line Item taxes/discounts

    109 votes

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    11 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Michael Sproles supported this idea  · 

  11. ev2 pricing tables- open entry text field for signers in pricing tables.

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Michael Sproles supported this idea  · 

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

    423 votes

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    66 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Michael Sproles supported this idea  · 

  13. Merge vertical cells in Pricing table

    52 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, 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!

    Michael Sproles supported this idea  · 

  14. Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Michael Sproles shared this idea  · 
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