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212 results found

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

    20 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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  · 

  2. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

    54 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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  · 

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

    6 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  · 

  4. Reminder customization: Customize the text in reminder message

    370 votes

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

  5. Clover

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Thomas Hayes shared this idea  · 

  6. Change the default reply-to email address

    28 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes supported this idea  · 

  7. Find and Replace All feature within a document / template

    206 votes

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

  8. CPQ calculations: Excel Formulas.

    672 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Thomas Hayes supported this idea  · 

  9. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

    135 votes

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

  10. Stop PandaDoc from scrolling to the top of the document when formatting is changed

    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  · 

  11. Variable Calculations: Basic Mathematical Operations

    63 votes

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

    Variables that can have mathematical operations done on them.

    For example, a recipient could be filling out a document, and have a question as to whether they would like to add gutters. The variable [gutter.price] would calculate based on the size/features of the house, and another variable [gutter.cost], which is set by the sender.

    THis would be separate from pricing tables.

    Thomas Hayes supported this idea  · 

  12. Mass Download "Collect file" field attachments

    53 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Solution Exists  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.


    Thomas Hayes supported this idea  · 

  13. pull the value to variables with Zapier

    9 votes

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

  14. Skip/remove or override a signer the signing order

    20 votes

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

  15. Use Smart content blocks with Zapier

    10 votes

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

  16. tiered pricing, (as opposed to volume pricing)

    14 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Thomas Hayes shared this idea  · 

  17. Video Analytics

    8 votes

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

  18. Subtotal for multi-selected pricing table blocks across a document

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Thomas Hayes supported this idea  · 

  19. .doc warning

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Thomas Hayes shared this idea  · 

  20. More notification options in Slack

    15 votes

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