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228 results found

  1. Improve updating Auto-numbering of text

    18 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes supported this idea  · 

  2. horizontal radio button

    1 vote

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

  3. The ability to customize bullet points EV2

    27 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes supported this idea  · 

  4. Perform an action affecting all documents with a certain tag.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Thomas Hayes shared this idea  · 

  5. Update document currency via variable

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Thomas Hayes supported this idea  · 

  6. sync Document.Value with the Amount field in Salesforce

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  7. SMS Verification for API Created Docs

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Thomas Hayes supported this idea  · 

  8. An option to use a custom fields with data merge in Hubspot

    11 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  9. copy tables with formating

    1 vote

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

  10. Pass Recurring fees from Hubspot to PandaDoc

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  11. linked pricing: if a customer selects that they want more units of a product, a different set up fee is automatically adjusted.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Thomas Hayes shared this idea  · 

  12. Use decimal comma in product catalog instead of a dot

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Thomas Hayes supported this idea  · 

  13. Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table

    16 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Thomas Hayes commented  · 

    When adding a catalog item in a document/template, sort the catalog items in the same way as they are sorted on the dashboard menu.

    Thomas Hayes supported this idea  · 

  14. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount.

    19 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Thomas Hayes commented  · 

    Ability to add a section in the bottom of the pricing table that the recipient can edit.

    Thomas Hayes supported this idea  · 

  15. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    475 votes

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    Idea  ·  52 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Thomas Hayes commented  · 

    Have a text field that can automatically be set to fill with certain text (like signers name) when filled out.

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    Thomas Hayes commented  · 

    Allow created forms to auto fill data that is enter by client? ex. If Name filled is listed multiple times. it will autofill all other field

    Thomas Hayes supported this idea  · 

  16. Recipients can update the price from the Pricing Table

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Thomas Hayes supported this idea  · 

  17. Metrics/reporting for contract negotiations (redlining). Detailed exportable summary

    5 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Thomas Hayes commented  · 

    Have a unified dashboard where recipients and senders can see all comments and suggested edits in one view.

    Thomas Hayes supported this idea  · 

  18. Reminder customization: Customize the text in reminder message

    232 votes

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    Idea  ·  23 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Thomas Hayes supported this idea  · 

  19. update date when creating document from template

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Thomas Hayes supported this idea  · 

  20. New integration: Clover Payment gateway

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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