Settings and activity

32 results found

1. Default View for Catalog

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   0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Hiep Nguyen shared this idea  ·  Jul 13, 2023

2. google docs redlining/ Contract negotiation using google docs

   16 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Hiep Nguyen supported this idea  ·  May 15, 2023

3. CRM Stripe PandaDoc End to End Integration / Transfer Quote IDs and Opportunity IDs from Salesforce to Stripe

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Hiep Nguyen shared this idea  ·  Feb 17, 2023

4. Offline Storage of completed document

   11 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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5. PandaDoc Notary - Ability to choose when they want to start recording the session

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  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!

   Hiep Nguyen shared this idea  ·  Nov 11, 2022

6. Restrict the ability to invite guest licenses (collaborators) to the admin role only.

   38 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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!

7. Pricing Table (Quote Builder): Input negative quantity / value.

   45 votes

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   Solution Exists  ·  10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Hiep Nguyen supported this idea  ·  Sep 7, 2022
   An error occurred while saving the comment
   Hiep Nguyen commented  ·  Jun 2, 2022  ·  Edit…  ·  Delete…

   Would be nice to have the ability to support Negative Line Item.

   Save Submitting...

8. CPQ calculations: Excel Formulas.

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   672 votes

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   67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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 offer this feature in scope of a broader solution, namely:

   • Workflows: Configure quote rules
   • Formulas
   • Rules

   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.

   Hiep Nguyen supported this idea  ·  Aug 19, 2022

9. Lock down restrict editing of the Document Title

   3 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

   
   

   Hiep Nguyen shared this idea  ·  Jun 27, 2022

10. Upload custom font via file upload

    76 votes

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    4 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.

    Hiep Nguyen supported this idea  ·  Jun 17, 2022

11. Ability to input custom font size in text editor

    1 vote

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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

    
    

    An error occurred while saving the comment
    Hiep Nguyen commented  ·  May 11, 2022  ·  Edit…  ·  Delete…

    Feedback from Fresh Consulting Account - "Simple formatting misses, like no way to input a custom font size in the text editor (in advanced design features, maybe, but not in the main text editor that our team uses for their contracts). Other formatting miss: numbered formatting doesn't have the typical number-letter-Roman numeral format that most outlines follow. Because of this, I've had to hand order numbered lists so they're more readable."

    Save Submitting...
    Hiep Nguyen shared this idea  ·  May 4, 2022

12. Content Library sorting

    40 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (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!

    Hiep Nguyen supported this idea  ·  May 10, 2022

13. Character Limitation with headings in Table of Contents

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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

    
    

    Hiep Nguyen shared this idea  ·  May 10, 2022

14. More formatting options for numbering lists

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    50 votes

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    10 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.

    Hiep Nguyen supported this idea  ·  May 4, 2022

15. Signature line orientation

    3 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

    
    

    Hiep Nguyen supported this idea  ·  Apr 18, 2022

16. More text font size options (right now, only even numbers allowed)

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Hiep Nguyen supported this idea  ·  Apr 6, 2022

17. Use Multiple Currencies in a Pricing Table

    54 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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:

    • 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.

    Hiep Nguyen supported this idea  ·  Apr 5, 2022

18. Conditional discount (amount)

    67 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote 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.

    Hiep Nguyen supported this idea  ·  Mar 23, 2022

19. Ability to Change Time Zone for a Signature Certificate

    148 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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.

    Hiep Nguyen supported this idea  ·  Mar 2, 2022

20. Tokens/Variables in saved messages / email body or subject

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    215 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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.

    Hiep Nguyen supported this idea  ·  Mar 1, 2022