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124 results found

  1. Card Details field for Square

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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  2. Option to use custom variable/variable on pricing table

    15 votes

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    2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Paul Cedric Guevarra shared this idea  · 

  3. Change account timezone within the system

    79 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
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    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 have the signer read the document before signing

    10 votes

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

  5. Option to view if the recipient click the link inside the document

    1 vote

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to view if the recipient click the link inside the document

    Paul Cedric Guevarra shared this idea  · 

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

    12 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Paul Cedric Guevarra commented  · 

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

    Paul Cedric Guevarra shared this idea  · 

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

    37 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

  8. Option to Download Audit trail in PDF

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
    Paul Cedric Guevarra shared this idea  · 

  9. Be able to insert a catalog item into a specific column

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

  10. 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 →
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    Early access  ·  AdminPavel Kalinouski (Admin, PandaDoc) responded

    Hi,

    Good news: With the latest Admin Panel update, you can now manage custom role workspace enablement directly from the custom role page. This update is being gradually rolled out during July and August. If you'd like to test it, please reach out to our support team at support@pandadoc.com.

    More details about the update can be found here.

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    Paul Cedric Guevarra commented  · 

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

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    Paul Cedric Guevarra commented  · 

    Option for the user to Edit Company name

    - Allowing the user to edit company name

  11. Pricing Table calculations: Excel Formulas.

    638 votes

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    60 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Paul Cedric Guevarra commented  · 

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

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    Paul Cedric Guevarra commented  · 

    Formula option for Tables

  12. Text formatting for saved messages

    31 votes

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

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    Paul Cedric Guevarra commented  · 

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

  13. Have document separated in pages by default

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    - will auto adjust the pages base on the pagebreak funtion that is available on Word and Google

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

    118 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Paul Cedric Guevarra commented  · 

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

  15. Airtable

    20 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

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

    29 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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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

  17. Export documents as CSV file

    15 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Paul Cedric Guevarra commented  · 

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

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

    59 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

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    Paul Cedric Guevarra commented  · 

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

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

    176 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Paul Cedric Guevarra commented  · 

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

  20. Option to have a PandaDoc Lawyer to review the document before it was sent.

    7 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    will allow the user to reach PD Legal support for document/contract reviewing,

    Paul Cedric Guevarra supported this idea  · 
    Paul Cedric Guevarra shared this idea  · 
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