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206 results found

  1. Automatically replace the content of a document with the file attached via manual "Change status" window

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Angelica Lapat commented  · 

    or an option to add the uploaded file to the document

    Angelica Lapat supported this idea  · 

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

    26 votes

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

  3. Webhook Payload should include reason for Declined Document

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Angelica Lapat supported this idea  · 

  4. [Quote Builder]: profit and margin

    33 votes

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

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

    13 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Angelica Lapat supported this idea  · 

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

    44 votes

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    16 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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!

    Angelica Lapat supported this idea  · 

  7. Zoho Flow

    2 votes

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

  8. Pricing Table calculations: Excel Formulas.

    596 votes

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    54 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    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  · 
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    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.

  9. export document data

    11 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Angelica Lapat commented  · 

    From ailin.dalmau@jampp.com - for Completed documents
    It will be great to get the following info in a .csv file:
    Document Name
    Status
    Document start date
    Document end date
    Document Amount
    Document Currency
    Customer ID
    Recipients
    Creation Date

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    Angelica Lapat commented  · 

    ability to export the recipient details like knowing the number of documents each recipient has

    Angelica Lapat shared this idea  · 

  10. Export details - Audit Trail

    114 votes

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

  11. Drawing lines and shapes

    80 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  Molly Abrams 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  · 

  12. attach bundle documents as a single file upon completion

    8 votes

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

  13. Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient

    21 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Angelica Lapat supported this idea  · 

  14. Auto-Reminders For Bulk Send

    23 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Angelica Lapat commented  · 

    The ability to remove/modify auto-reminders settings for documents in bulk

  15. Add numerical value to a drop down or with a radio button to generate a score.

    2 votes

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

  16. Disable choosing cookies by the recipient

    9 votes

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

  17. Slack Channels - Receive Pandadoc Notifications.

    24 votes

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

  18. Quote builder: notification when product was added by the signer

    2 votes

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

  19. Add AND conditional approval statements

    31 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Angelica Lapat supported this idea  · 

  20. Ability to choose a specific payment date for the recurring charge

    27 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Angelica Lapat commented  · 

    issue a sales contract, and delay the first recurring payment for 30 days.

    Angelica Lapat supported this idea  · 
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