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119 results found

  1. Card Details field for Square

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  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!

  2. Option to use custom variable/variable on pricing table

    18 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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!

    Paul Cedric Guevarra shared this idea  · 

  3. Change account timezone within the system

    93 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    Paul Cedric Guevarra supported this idea  · 
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to set local/user timezone on the App

    - Will allow the user to set local/user timezone.

  4. Option to set up recipient authentication via API

    15 votes

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    4 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Will allow the user to set/enable recipient verification via API

  5. Option to disable Authorization modal window for eForms / Disable the pop-up to access a Form.

    35 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Good news: we have already started working on that feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support Team. For more information, please click the link below!

    Smart Forms

    Paul Cedric Guevarra supported this idea  · 
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to disable Form wizard

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    Paul Cedric Guevarra commented  · 

    Option to disable App wizard for forms in gathering info.

    - will allow the user to disable the wizard that gathers the info of the recipient of Forms.

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to disable the Form pop up.

    Will allow the user and reciepint to skip the pop up from Forms.

  6. Option to customize or change the font or font size on fields

    9 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to change the font size for fields is already available within the system. Please see the video on how to do it: https://share.getcloudapp.com/qGur20r1

    Many thanks for your time! Have a wonderful day!


    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    - Will allow user to change / customize the Fonts on the fields.

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    - will aloow the user to have fonts in fields in bold aside from changing it size

    Paul Cedric Guevarra shared this idea  · 

  7. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    666 votes

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    72 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!

    Signature timestamp.

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    - the date field will be auto populated when the signature field is signed

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Signature time field

  8. Option to disable notification to recipients after document got completed

    21 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to disable sending of Form document to the recipient once completed

    Paul Cedric Guevarra shared this idea  · 

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

    43 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Automations  ·  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!

    Paul Cedric Guevarra supported this idea  · 

  10. Export details - Audit Trail

    166 votes

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    23 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Paul Cedric Guevarra supported this idea  · 
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    - Will allow the user tp download the audit trail in PDF form

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to users access audit trail using link.

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to download audit trail report

  11. The ability to change the name of the workspace

    26 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Will allow the user to change the accounts company name / workspace name

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option for the user to Edit Company name

    - Allowing the user to edit company name

  12. Turn off auto fields snap / auto-aligning fields (workaround in comments)

    96 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    Released  ·  Ellina Redvanova responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.

    Paul Cedric Guevarra supported this idea  · 
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to disable Fields Auto alignment.

    - will allow the user to freely align fields base on thier preference

  13. CPQ calculations: Excel Formulas.

    677 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option for the user/sender to divide, add, subtract,multiply qoute/pricing table totals

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Formula option for Tables

  14. Text formatting for saved messages

    34 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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!

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Will allow the user to change fonts and font color on the save messages.

  15. Fields move automatically with text blocks: link fields to blocks

    139 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    will allow it to follow the original place inside the Text block during and after editing

  16. Direct native integration with Airtable

    30 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Paul Cedric Guevarra supported this idea  · 

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

    33 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, 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!

    https://www.pandadoc.com/docs/cpq/how-to-guides/integrations/hubspot-product-catalog-sync/

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    Paul Cedric Guevarra commented  · 

    - Will allow the user to sync items from Hubspot to the document.
    - once the line items is change in Hubspot the document created will have the same changes

  18. Export documents as CSV file

    19 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Will allow the user to download in CSV aside from Docx and PDF.

  19. Automatically place signature/initial or any field on every page by dropping it once

    68 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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!

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    - user will be able to put the same fields on all of the pages at once

  20. Permissions for specific documents: Private documents (Password protect documents internally)

    205 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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
    Paul Cedric Guevarra commented  · 

    - Will allow the document owner to lock the document or template they made from other users to access

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