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75 results found

  1. Partially mask fields

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  2. Lock fields when redlining

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  3. Percentage calculation

    22 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    The customer would like the ability to add a custom product catalog field but have the option to make this a percentage. Like the tax or discount columns, she would like to be able to make this a Service Fee and make that a percentage.

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  4. Total cost in words - variable

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  · 

  5. CFR-11

    112 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    Thank you for taking the time to leave your request. Good news! We will be working on FDA CFR Part 11 compliance soon. It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our Idea Portal, so stay tuned!

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  6. Antivirus should not trigger document status's to move to viewed.

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  7. Ability to Change Time Zone for a Signature Certificate

    134 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  8. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

    291 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Early access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  9. Headings auto-numbering for cover page

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  10. Export Contacts List

    77 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  11. Qualtrics

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  12. Forms responses CSV with columns named according to fields placeholders

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  13. Route CRM generated documents into PandaDoc folders

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

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

    113 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) commented  · 

    White-labeling in browser (in addition to emails)

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  15. Improve Product Catalog

    14 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  16. Automatically update the product catalog when the bookkeeping is updated

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  17. Flexible pricing table images: adding directly to the pricing table

    38 votes

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    7 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!

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  · 

  18. Conditional logic for Payment block

    15 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 

  19. Duplicate workspaces

    11 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  · 

  20. Master settings: edit multiple Workspaces at once

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  · 
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