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33 results found

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

    203 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Automations  ·  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  · 

  2. Option to test payment on a document using Stripe (sandbox)

    28 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Hiep Nguyen supported this idea  · 

  3. Edit revenue in application reporting

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  4. Refresh Pricing table and Data with MS Dynamics

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Hiep Nguyen shared this idea  · 

  5. Table of Contents Wrapping Text Wrap Text

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Hiep Nguyen shared this idea  · 

  6. Channel quote / Pricing

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Hiep Nguyen shared this idea  · 

  7. Using the PandaDoc API to get Stripe Customer ID

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Hiep Nguyen shared this idea  · 

  8. "awaiting your signature" in dashboard

    15 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Hiep Nguyen supported this idea  · 

  9. Place content blocks/Images inside of another Content block

    101 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  10. Show Expiration Date variable value for approver

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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  11. Improve Renewal Notifications

    8 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Hiep Nguyen commented  · 

    Customer would like the renewal emails to be sent to more than one person.

  12. Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.

    18 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Hiep Nguyen shared this idea  · 

  13. salesforce: select products you want to appear in pricing table from the opp

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Hiep Nguyen supported this idea  · 
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