Settings and activity

217 results found

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

   19 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Thomas Hayes supported this idea  ·  Dec 14, 2022

2. copy tables with formating

   8 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Thomas Hayes shared this idea  ·  Dec 13, 2022

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

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Thomas Hayes shared this idea  ·  Dec 5, 2022

4. 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 » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Thomas Hayes commented  ·  Dec 2, 2022  ·  Edit…  ·  Delete…

   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.

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   Thomas Hayes supported this idea  ·  Dec 2, 2022

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

   46 votes

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   16 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   Hi there! 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!

   An error occurred while saving the comment
   Thomas Hayes commented  ·  Dec 2, 2022  ·  Edit…  ·  Delete…

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

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   Thomas Hayes supported this idea  ·  Dec 2, 2022

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

   6 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

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   Thomas Hayes commented  ·  Nov 28, 2022  ·  Edit…  ·  Delete…

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

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   Thomas Hayes supported this idea  ·  Nov 28, 2022

7. Reminder customization: Customize the text in reminder message

   336 votes

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   32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   Thomas Hayes supported this idea  ·  Nov 21, 2022

8. Clover

   9 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Thomas Hayes shared this idea  ·  Nov 18, 2022

9. Change the default reply-to email address

   22 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Thomas Hayes supported this idea  ·  Nov 17, 2022

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

    179 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Thomas Hayes supported this idea  ·  Nov 17, 2022

11. Pricing Table calculations: Excel Formulas.

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    638 votes

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    60 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas

    Thomas Hayes supported this idea  ·  Nov 17, 2022

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

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    121 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi! Thank you so much for sharing your perspective. While we currently don’t offer this feature, we put forward the following solution, that may help you cover this scenario, namely:

    Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.

    We hope this suggestion can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Thomas Hayes supported this idea  ·  Nov 8, 2022

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

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Thomas Hayes shared this idea  ·  Nov 7, 2022

14. Variable Calculations: Basic Mathematical Operations

    48 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Thomas Hayes commented  ·  Oct 31, 2022  ·  Edit…  ·  Delete…

    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.

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    Thomas Hayes supported this idea  ·  Oct 31, 2022

15. pull the value to variables with Zapier

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Thomas Hayes supported this idea  ·  Oct 10, 2022

16. 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  ·  Delete…  ·  Admin →
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    Thomas Hayes supported this idea  ·  Oct 7, 2022

17. Use Smart content blocks with Zapier

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Thomas Hayes supported this idea  ·  Oct 5, 2022

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

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Thomas Hayes shared this idea  ·  Sep 23, 2022

19. Video Analytics

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Thomas Hayes supported this idea  ·  Sep 22, 2022

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

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Thomas Hayes supported this idea  ·  Sep 13, 2022