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198 results found

  1. Ability in Quickbooks integration to reroute it to "Sales" so QB knows when a customer has paid a deposit.

    1 vote

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

  2. Bulk sign: Ability to sign multiple documents at once in the inbox.

    69 votes

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

  3. ability to change the Document.CreatedDate system variable in Editor

    3 votes

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

    ability to edit the month of June's abbreviation from "Jun" to "June" - it looks unprofessional as per client. - pops@torchdental.com

  4. Ability to put a checkmark in the pricing table next to the line item in a related column.

    1 vote

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

  5. Ability of the attachments to be converted into PDF and added to the document. - aaron@citeright.net

    1 vote

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

  6. Stripe + Plaid

    27 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Angelica Lapat supported this idea  · 

  7. Add check box or radio buttons to trigger create and send document in Zapier based on the selected option. - patricia@kinterinsurance.com

    3 votes

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

  8. Export Contacts List

    84 votes

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

  9. Adding multiple Images on a placeholder via API

    2 votes

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

  10. Monday.com subitem column (subitems)

    21 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.


    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6


    During our discussion, we can explore these proposed solutions and gather your feedback.


    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

    Angelica Lapat supported this idea  · 

  11. Global setting: turn off notifications of manual status change

    9 votes

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

  12. Pull product data from Freshsales to pricing tables

    26 votes

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

  13. Dropdown of the state postal code abbreviations

    4 votes

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

  14. Ability to place signature boxes via page number and x,y coordinate values in API. - jeff@euro-wall.com

    1 vote

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

  15. pass selected items from the pricing table (document 1) into the pricing table (document 2)

    4 votes

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

  16. Replace unfilled variables with blanks when creating docs via Zapier

    25 votes

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

  17. "My Signature" tab should be available in Free eSign plan.

    1 vote

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

  18. Download images

    10 votes

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

  19. Export User List in CSV: download users of the PandaDoc account in one file

    36 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    In Development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Angelica Lapat supported this idea  · 

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

    442 votes

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

    For example, in the United States, decimals are notated with periods (1.23), whereas most of Europe uses decimal commas (1,23)

    Angelica Lapat supported this idea  · 
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