Settings and activity

14 results found

1. choose specific time of day for document expiration

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   129 votes

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   26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Not Planned  ·  Valeryia Baranava responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   Melissa Strahl supported this idea  ·  Apr 4, 2023

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

   30 votes

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

   Melissa Strahl supported this idea  ·  Oct 11, 2022

3. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

   80 votes

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   11 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

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

   Melissa Strahl supported this idea  ·  Oct 6, 2022

4. Map HubSpot Products to multiple PD pricing Tables

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   HubSpot CRM. Mapping products to pricing tables and pricing table sections

   Quote builder block. Map products into quote sections

   Melissa Strahl supported this idea  ·  Sep 20, 2022

5. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

   192 votes

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   19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Not Planned  ·  Valeryia Baranava responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   An error occurred while saving the comment
   Melissa Strahl commented  ·  Aug 3, 2022  ·  Delete…

   He wants to be able to change the opacity on the image in the middle only.
   I think we can change the opacity of a background image on the cover page, but not of a single image that is added.

   Save Submitting...

6. Drag and drop images straight onto the template

   8 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   Melissa Strahl shared this idea  ·  Oct 14, 2021

7. Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

   123 votes

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   23 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF behaviour for multi-page pricing tables within PandaDoc.

   For more information, please click the link below!

   Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

   Melissa Strahl supported this idea  ·  Oct 13, 2021

8. API endpoint link2CRM

   41 votes

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   Released  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Melissa Strahl supported this idea  ·  Oct 12, 2021

9. Payment reminders

   136 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Payment reminders 

10. Copy the page from one document to another.

    17 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    Melissa Strahl supported this idea  ·  Oct 1, 2021

11. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    94 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    Melissa Strahl supported this idea  ·  Sep 28, 2021

12. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    22 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →

13. Ability to paste tables from Excel or Word right into the PandaDoc document

    92 votes

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    16 comments  ·  Ideas to Improve PandaDoc  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    The feature allowing to Copy Office Suite / Google Workspace / HTML tables into PandaDoc

    document is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/5303817783575-Copy-Office-Suite-Google-Workspace-HTML-tables-into-PandaDoc 

    Have a wonderful day!

14. Split or staggered payment collection

    70 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    • Installments
    Melissa Strahl supported this idea  ·  Sep 21, 2021