Settings and activity

282 results found

1. Ability to add payment processing fees

   57 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:

   - Add and set up quote builder: Discounts, taxes, and fees

   - Pricing table. One-time and recurring fees

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 29, 2021

2. Lock completed documents

   27 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 29, 2021

3. pass selected items from the pricing table (document 1) into the pricing table (document 2)

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  ·  Dec 23, 2021

4. Personalized links: White-label document URL (recipient link) / Customize the links for documents

   127 votes

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   20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 23, 2021

5. Ability to remove Document Reference (Document-Ref) and page numbering

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   58 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 16, 2021

6. An option to use a custom fields with data merge in Hubspot

   20 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 16, 2021

7. stretch an image to the edges in the header

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  ·  Dec 16, 2021

8. Conditional Logic set up in Pricing tables

   226 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

   • Quote Builder rules
   • Formulas
   • Rules
   • Lookup Tables

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 9, 2021

9. Pricing Table: Set a Min/Max on Quantity when it's Editable for Recipients

   7 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 9, 2021

10. Chat automatically open when document is opened

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 8, 2021

11. Embed HTML into docs

    35 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  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!

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 8, 2021

12. Option for deleting multiple pages in a document or template

    75 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 8, 2021

13. drag and drop clients info

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  ·  Dec 7, 2021

14. Witness Signatures: Sign with a witness feature

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    77 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  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!

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 7, 2021

15. Lock content blocks in place: lock 🔐 position without locking restrict editing

    22 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    The ability to lock content blocks without restricting editing is still needed. Reopening feature request. 

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 7, 2021
    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  ·  Jun 24, 2021

16. copy the entire folder with templates/docs in it

    18 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 3, 2021
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    AdminSolomiia Mereniuk (Admin, PandaDoc) commented  ·  Dec 3, 2021  ·  Edit…  ·  Delete…

    Duplicate a folder with all the documents in it

    Save Submitting...
    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  ·  May 25, 2021

17. Pipedrive. Ability to pull deal duration to pricing tables

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 2, 2021
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    AdminSolomiia Mereniuk (Admin, PandaDoc) commented  ·  Dec 2, 2021  ·  Edit…  ·  Delete…

    pass a duration field from Pipedrive to PandaDoc pricing table

    Save Submitting...

18. edit bullet colours apart from text

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea  ·  Dec 2, 2021

19. Dynamic fields when pulled from Salesforce

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 2, 2021

20. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

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    59 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea  ·  Dec 2, 2021
    An error occurred while saving the comment
    AdminSolomiia Mereniuk (Admin, PandaDoc) commented  ·  Dec 2, 2021  ·  Edit…  ·  Delete…

    Dynamic bullet list from Salesforce

    Save Submitting...