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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 » CPQ - 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).

    48 votes

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    17 comments  ·  Ideas to Improve PandaDoc » CPQ - 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

    353 votes

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    32 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

    24 votes

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    Idea  ·  3 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

    189 votes

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

  8. Pricing Table calculations: Excel Formulas.

    663 votes

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    67 comments  ·  Ideas to Improve PandaDoc » CPQ - 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

    132 votes

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    5 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

    56 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

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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 » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Thomas Hayes shared this idea  · 

  17. Video Analytics

    7 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 » CPQ - 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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