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144 results found

  1. Generate Report based on Field/Variable Info

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  2. 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  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  3. 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  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

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

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

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

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  6. Estimate Price range

    11 votes

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    3 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  7. Calculate tax by location

    13 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  8. 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 » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  9. Use Multiple Currencies in a Pricing Table

    53 votes

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    5 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!

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

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

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  11. Lock fields position on a template/document

    48 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  12. Send more than 10 documents in a bundle

    55 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, 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 this scenario namely:

    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.

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

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

    72 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

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

    97 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

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

    22 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  16. Download document as PowerPoint (.ppt) format

    19 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

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

    45 votes

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

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  18. Bundling on Mobile App

    12 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  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!

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

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

    245 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) commented  · 

    Is there anything in the works on this one?

    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 

  20. Text around fields format to match the length of the info entered

    20 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminBrooke Williams (Customer Support Associate, PandaDoc) supported this idea  · 
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