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38 results found

  1. Automate Reporting

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Michael Sproles supported this idea  · 

  2. See the Document Record for all workspaces in Salesforce

    1 vote

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

  3. Validation on 'Create Document' button on Salesforce

    3 votes

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

  4. Search cross workspaces for documents

    24 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Michael Sproles supported this idea  · 

  5. More connection between workspaces: Design options, themes, settings shared between workspaces

    52 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    After careful consideration and further analysis of this 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.

    Michael Sproles supported this idea  · 

  6. Switch Workspaces in Salesforce

    34 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  7. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

    36 votes

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

    127 votes

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    15 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  · 

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

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  10. Salesforce, link PandaDocs to a custom Salesforce object

    31 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Looking forward to our conversation!

    Thanks, Alex

    Michael Sproles supported this idea  · 

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

    50 votes

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

  12. Dropdown in the pricing table

    46 votes

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

  13. 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  · 

  14. The option to display the total in the pricing table excluding tax/discounts/fees

    135 votes

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

  15. 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 » Quote Builder & Pricing table  ·  Admin →
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    Michael Sproles supported this idea  · 

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

    441 votes

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

  17. Merge vertical cells in Pricing table

    57 votes

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

  18. 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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