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209 results found

  1. Bundle document in Salesforce PandaDoc module

    2 votes

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

  2. List documents endpoint

    4 votes

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

  3. Role Variables available on document level

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Angelica Lapat supported this idea  · 
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    Angelica Lapat commented  · 

    ability to add document role at the document level

  4. protect PDF attachment

    3 votes

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

  5. Show document name on expired document notification view

    3 votes

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

  6. Let the customer select optional items in pricing tables without assigning a field

    27 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Angelica Lapat supported this idea  · 

  7. [Pricing Table] display Subtotal without Line Item taxes/discounts

    109 votes

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    11 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Angelica Lapat commented  · 

    We are trying to figure out how to include the travel fee as a column on the pricing table that auto-updates based on the quantity. For example, if we sell 1 training the travel fee is $1,900. If we enter 2 as the quantity, can the travel fee column update auto to $3,800 without updating the subtotal column?

  8. Reminder customization: Customize the text in reminder message

    321 votes

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

  9. Selective Notification Options For Different Documents (Disable completed document notifications on specific documents)

    44 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    Angelica Lapat supported this idea  · 
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    Angelica Lapat commented  · 

    Ability to turn off notifications for certain documents

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    Angelica Lapat commented  · 

    Ability to opt-out from receiving email notifications from form responses that I get. - josh.laica@ricksfencing.com

  10. Document details

    2 votes

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

  11. Vertical placement of fields

    4 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Angelica Lapat commented  · 

    set portrait orientation with landscape-oriented data fields

    Angelica Lapat supported this idea  · 

  12. CompanyCam

    5 votes

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

  13. Saved messages feature on mobile app

    9 votes

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

  14. content library in mobile app

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Angelica Lapat shared this idea  · 

  15. open expired document from the dashboard

    1 vote

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

  16. add multiple line items at once

    1 vote

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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  · 

  17. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    19 votes

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

  18. Set client's default email subject (automatic subject)

    90 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Unfortunately 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  · 

  19. Ability to See Attachments on Mobile App - Ios

    11 votes

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

  20. Apply the search in the product catalog to similar words, not just identical ones

    3 votes

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