Settings and activity

193 results found

1. Export Field Data into CSV or Excel file

   145 votes

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   23 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  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!

   Angelica Lapat supported this idea  ·  Sep 13, 2022

2. create contact in active campaign once a document is created

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

   Angelica Lapat shared this idea  ·  Sep 13, 2022

3. Pass custom fields from Hubspot via product mapping

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

   Angelica Lapat supported this idea  ·  Sep 12, 2022

4. Import Folder to Content Library: upload multiple files to content library

   34 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

   Angelica Lapat supported this idea  ·  Sep 8, 2022

5. inline comments to stay highlighted for recipients after sent

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   0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

   Angelica Lapat supported this idea  ·  Sep 7, 2022

6. Rotate fields

   11 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Angelica Lapat supported this idea  ·  Aug 29, 2022

7. Ability for the mobile app to be rotated as per the mobile phone's settings: rotate documents on mobile

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

   Angelica Lapat shared this idea  ·  Aug 25, 2022

8. Dropdown in the pricing table

   46 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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:

   • Formulas
   • Rules
   • Lookup Tables

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   Angelica Lapat supported this idea  ·  Aug 17, 2022

9. Edit the Completed document with saving the signature

   212 votes

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   12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  Katie Hudson responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. 

   Angelica Lapat supported this idea  ·  Aug 3, 2022

10. HighLevel

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  Aug 3, 2022

11. Calculated Variables in Pricing tables

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    90 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

    Angelica Lapat supported this idea  ·  Aug 2, 2022

12. automatically add a VAT in the catalog

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

    Angelica Lapat shared this idea  ·  Aug 1, 2022

13. Justify Text

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  Jul 28, 2022

14. Ability to hide the volume pricing rate card to the recipient

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

    Angelica Lapat shared this idea  ·  Jul 28, 2022

15. Ability to integrate PandaDoc with monday.com desktop app

    30 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

    Angelica Lapat shared this idea  ·  Jul 28, 2022

16. Auto-update content library item once updated in a document/template

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    42 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  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!

    Angelica Lapat supported this idea  ·  Jul 28, 2022

17. Resend button

    46 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Angelica Lapat supported this idea  ·  Jul 25, 2022

18. Redirect URL for Forms

    51 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  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!

    Angelica Lapat supported this idea  ·  Jul 25, 2022

19. add Facebook pixel to PandaDoc

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Angelica Lapat supported this idea  ·  Jul 25, 2022

20. Transfer data to: map pricing tables

    6 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

    Angelica Lapat supported this idea  ·  Jul 25, 2022
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    Angelica Lapat commented  ·  Jul 25, 2022  ·  Edit…  ·  Delete…

    ability to transfer images in the pricing table from the original document to the new one

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