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7 results found

  1. 2 way sync Zoho

    49 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the 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.

    Henno Haaring supported this idea  · 

  2. Pre-sign template (or a Form): Fill in signature on template level

    273 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Henno Haaring supported this idea  · 

  3. Templates are updated once the Content library item is updated as well

    169 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to auto-update your Templates has been released. Please see this link for more information.

    For more insights about Conditional Smart Content for Senders, refer to this article.

    Thank you for sharing your feedback, stay tuned for other updates!

    Henno Haaring supported this idea  · 

  4. Auto-update templates/CLIs if the item is updated in Catalog

    103 votes

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    23 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there, thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We're excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.

    Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.

    Henno Haaring supported this idea  · 

  5. Ability to change the date format for variables

    416 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Maria Fomenko responded

    I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!  

    Henno Haaring supported this idea  · 

  6. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

    45 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    Henno Haaring supported this idea  · 

  7. Section auto numbering

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    Henno Haaring shared this idea  ·