Settings and activity

143 results found

1. Tab through table cells / blocks to update block text

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Brooke Williams supported this idea  ·  Dec 7, 2023

2. Generate Report based on Field/Variable Info

   13 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Brooke Williams supported this idea  ·  Nov 30, 2023

3. when adding a user have a dropdown to identify the team they are associated with

   10 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  Katie Hudson responded
   Brooke Williams supported this idea  ·  Nov 29, 2023

4. Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)

   16 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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!

   Brooke Williams supported this idea  ·  Nov 17, 2023

5. Ability to sort user, email, and license type in Settings > Team

   14 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Brooke Williams supported this idea  ·  Nov 17, 2023

6. When status changed to Completed, generate a draft document

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Brooke Williams supported this idea  ·  Nov 10, 2023

7. Estimate Price range

   11 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Brooke Williams supported this idea  ·  Nov 9, 2023

8. Calculate tax by location

   17 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Brooke Williams supported this idea  ·  Nov 9, 2023

9. Products in different languages and currencies with the same SKU in Catalog

   27 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Brooke Williams supported this idea  ·  Nov 9, 2023

10. 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.

    Brooke Williams supported this idea  ·  Nov 9, 2023

11. The ability to download a Form as an Excel file

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Brooke Williams supported this idea  ·  Nov 9, 2023

12. Lock fields position on a template/document

    59 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Brooke Williams supported this idea  ·  Nov 8, 2023

13. Send more than 10 documents in a bundle

    65 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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 this scenario namely:

    • Rooms

    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.

    Brooke Williams supported this idea  ·  Oct 25, 2023

14. Upload CSV/Excel/XLSX as editable content in PandaDoc

    74 votes

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    2 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.

    Brooke Williams supported this idea  ·  Oct 19, 2023

15. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    104 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  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.

    Brooke Williams supported this idea  ·  Oct 16, 2023

16. Ability to save smart content/smart content rules (Сontent library for Smart content)

    26 votes

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    1 comment  ·  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.

    Brooke Williams supported this idea  ·  Oct 11, 2023

17. Download document as PowerPoint (.ppt) format

    19 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Brooke Williams supported this idea  ·  Oct 9, 2023

18. Add clickwrap as an additional safeguard for contract signing: Terms & Conditions Feature

    50 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  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.

    Brooke Williams supported this idea  ·  Oct 4, 2023

19. Bundling on Mobile App

    12 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

    Brooke Williams supported this idea  ·  Oct 4, 2023

20. Edit / customize text in all email notifications including Completion or Signed Email Message

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    254 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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.

    An error occurred while saving the comment
    Brooke Williams commented  ·  Sep 26, 2023  ·  Edit…  ·  Delete…

    Is there anything in the works on this one?

    Save Submitting...
    Brooke Williams supported this idea  ·  Feb 7, 2023