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15 results found

  1. Saved Message Folder

    4 votes

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

  2. Sync products from HubSpot Products and Quotes with PandaDoc catalog

    33 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Valerie Kinyon supported this idea  · 

  3. CFR-11

    121 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Valerie Kinyon supported this idea  · 

  4. Pricing Table (Quote Builder): Input negative quantity / value.

    45 votes

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    10 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists in Quote Builder. For more information about Quote Builder, please check our Help Center:

    https://support.pandadoc.com/en/collections/10117457-quote-builder

    Valerie Kinyon supported this idea  · 

  5. End users can not re-start a form if there’s an existing open document for that form.

    42 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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!

    Valerie Kinyon supported this idea  · 

  6. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    68 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Valerie Kinyon supported this idea  · 

  7. Expiration date for published forms

    14 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Valerie Kinyon supported this idea  · 

  8. Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Valerie Kinyon supported this idea  · 

  9. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    61 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Valerie Kinyon supported this idea  · 

  10. Conditional Content Approval

    17 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Valerie Kinyon supported this idea  · 

  11. Use custom variables/fields in forms

    63 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Valerie Kinyon supported this idea  · 

  12. Content Library sorting

    39 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, 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!

    Valerie Kinyon supported this idea  · 

  13. Centralized variable management

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Valerie Kinyon supported this idea  · 

  14. Sum total before discounts while still showing discounts per line item

    7 votes

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

  15. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    79 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Valerie Kinyon supported this idea  ·