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39 results found

  1. add collaborator through API while creating a document

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Michael Sproles supported this idea  · 
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    Michael Sproles commented  · 

    this would be very helpful as we typically have multiple people involved in our deals.

  2. 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  · 

  3. 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  · 

  4. 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  · 

  5. Search cross workspaces for documents

    22 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Michael Sproles supported this idea  · 

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

    49 votes

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    On roadmap  ·  9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Michael Sproles supported this idea  · 

  7. Switch Workspaces in Salesforce

    32 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  8. [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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  9. Set Variable formatting passed from CRM (commas in variables)

    121 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  · 

  10. 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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  11. Salesforce, link PandaDocs to a custom Salesforce object

    28 votes

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

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

    50 votes

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

  13. Dropdown in the pricing table

    46 votes

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

  14. 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  · 

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

    127 votes

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

  16. 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  · 

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

    439 votes

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    68 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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:

    - Currency formatting

    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.

    Michael Sproles supported this idea  · 

  18. Merge vertical cells in Pricing table

    58 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  · 

  19. 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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