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254 results found

  1. The ability to use discount from the total section of the pricing table to calculate tax after discount is subtracted.

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  2. The ability to turn off the pop-up asking to save the document as template

    7 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  3. The ability to combine folders in the catalog into one folder.

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  4. The ability to turn off the email that is sent out for confirmation after a payment is made via PayPal.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  5. The ability to automatically have a document sent once a payment is made in Stripe.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  6. Ability to change the red color of the 'Signer' next to the recipient email in the recipient list.

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  7. Ability to pull products from Copper CRM into pricing tables

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  8. Pass product description from Pipedrive to PandaDoc pricing table

    32 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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!

    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 

  9. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    269 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 

  10. Having separate repository and folders within Image Library

    187 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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!

    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 

  11. The ability to keep the paragraphs aligned even when using tiered numbering.

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  12. End users can not re-start a form if there’s an existing open document for that form.

    40 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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!

    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  13. Branding for Forms

    34 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 

  14. Use multiple saved messages in one document

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  15. Freshworks

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    The ability to pass product data from Freshsales into PandaDoc pricing tables.

  16. Could we change the lowercase n in the signature so that it doesn't resemble a lowercase u?

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  17. The ability to change a pricing table image from the document.

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  18. Change Document Status Within the Document

    68 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    The ability to change the document status from the 'Actions' tab for a sent document.

    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 

  19. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

    56 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  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!

    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 
    An error occurred while saving the comment
    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    For example, add or delete an approver and the change be reflected on all templates.

  20. The ability to update monday.com variables automatically.

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 
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