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212 results found

  1. Set Variable formatting passed from CRM (commas in variables)

    121 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    Thomas Hayes supported this idea  · 

  2. Pricing table: quantity as variable

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Thomas Hayes supported this idea  · 

  3. Export the list of Paid documents.

    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  · 

  4. Archive documents

    58 votes

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

  5. See the document recipients in the email notification

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Thomas Hayes commented  · 

    When you send the document to a recipient, and they invite someone to collaborate, you see the email addresses of the collaborators

    Thomas Hayes supported this idea  · 

  6. Allow limiting of invite

    2 votes

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

  7. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    131 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Thomas Hayes commented  · 

    Ability to make recipients private, so one recipient does not know who the other recipients are.

    Thomas Hayes supported this idea  · 

  8. [Bulk action] Select and edit / update several templates at once

    30 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Thomas Hayes supported this idea  · 

  9. Quickly switch between multiple taxes for different regions

    4 votes

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

  10. Save entire page with header/footer in the content library

    66 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Thomas Hayes supported this idea  · 

  11. Improve PDF output

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes supported this idea  · 

  12. Send Images as Token Data via Zapier

    11 votes

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

  13. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    439 votes

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    68 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Currency formatting

    We hope this release 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  · 

  14. Form reminder

    3 votes

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

  15. EV2. Ability to use clickable links as variable values

    31 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Thomas Hayes supported this idea  · 

  16. Export Contacts List

    83 votes

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

  17. Disable chat option

    48 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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!

    Thomas Hayes supported this idea  · 

  18. Collect files field: add download button in preview

    6 votes

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

  19. Notifications for non-document participants (non senders)

    86 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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!

    Thomas Hayes supported this idea  · 

  20. Payment required to complete the document

    61 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Thomas Hayes supported this idea  · 
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