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29 results found

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

    226 votes

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

    Don’t hesitate to reach out if you have any other ideas.

    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 

  2. [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.

  3. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    423 votes

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    66 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 

  4. Pricing Table calculations: Excel Formulas.

    598 votes

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    54 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 

  5. [Pricing Table] display Subtotal without Line Item taxes/discounts

    109 votes

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    11 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 

  6. Variables contain formulas: variable calculations

    152 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  Molly Abrams 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!

    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 

  7. 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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    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 

  8. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    65 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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!

    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 

  9. ability to add multiple choice option to sections, so that recipient could choose between sections

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 
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    AdminVince Bertucci (Admin, PandaDoc) commented  · 

    It would be great if you could select all the products under one section when sending out a quote. So you don't have to create multiple opportunities or quotes. Currently you can only select all the products under a section you cannot just select a section.

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