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167 results found

  1. CPQ calculations: Excel Formulas.

    677 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    An error occurred while saving the comment
    Angelica Lapat commented  · 

    For example, if we wanted to get an annual amount value derived from the price table's total. We can use the total * 12 and place it into a variable.

    An error occurred while saving the comment
    Angelica Lapat commented  · 

    The ability to put a cell in the pricing table to take a percentage of another number in the pricing table

    Angelica Lapat supported this idea  · 
    An error occurred while saving the comment
    Angelica Lapat commented  · 

    For example, if we wanted to get an annual amount value derived from the price table's total. We can use the total * 12 and place it into a variable.

  2. Import Contacts using CSV file directly to Pandadoc

    18 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    Angelica Lapat supported this idea  · 

  3. Removing fields when a role is removed or unassigned / remove fields in bulk

    16 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Angelica Lapat supported this idea  · 

  4. Disable CAPTCHA (verification) for Forms

    58 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.

    At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.

    However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.

    If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.

    Angelica Lapat supported this idea  · 

  5. Mobile APP: Option to delete pages and insert page breaks

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
    Angelica Lapat shared this idea  · 

  6. export the template details into a spreadsheet

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Angelica Lapat shared this idea  · 

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

    217 votes

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

  8. Highlight Text on an uploaded document

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Angelica Lapat supported this idea  · 

  9. add products from Pipedrive to catalog automatically (sync)

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Angelica Lapat supported this idea  · 

  10. Save custom tokens/variables

    33 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    Angelica Lapat supported this idea  · 

  11. disable the ability for the recipient to decline a document

    8 votes

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

  12. report of recipients who haven’t signed and also who have signed documents

    10 votes

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

  13. Stripe API to Existing Products and Customers

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    Angelica Lapat supported this idea  · 
    An error occurred while saving the comment
    Angelica Lapat commented  · 

    When a PandaDoc Agreement gets signed for an existing Stripe user, a new Stripe account is created instead of adding another product to the existing account - rebecca.bouldin@practicenumbers.com

  14. Manage integrations via Integrately

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Angelica Lapat supported this idea  · 

  15. have more than 1 signer to use Qualified electronic signature (QES)

    33 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    Angelica Lapat supported this idea  · 

  16. [Quote Builder]: profit and margin

    53 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    Angelica Lapat supported this idea  · 

  17. Make variables required (forbid sending the document if "required" variables are not filled in

    21 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Angelica Lapat supported this idea  · 

  18. 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 →
    Angelica Lapat supported this idea  · 

  19. [HubSpot] Import from CRM: add new products to the pricing table after document creation

    32 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Angelica Lapat supported this idea  · 

  20. Expanding text fields: The ability to text fields to get bigger as recipients are typing/not have character limits.

    54 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    Angelica Lapat supported this idea  · 
    An error occurred while saving the comment
    Angelica Lapat commented  · 

    The ability to paste more than what will fit into the physical borders of the field, even if the field is set to 'multi-line'. Also, add scroll bars to an expandable text field.

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