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118 results found

  1. Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM

    1 vote

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to pull a link to the document through in to the code.

    Paul Cedric Guevarra shared this idea  · 

  2. Option to add folder in the Inbox: move Inbox documents into folders

    2 votes

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

    Option to add folder in the Inbox.

    - Will allow the user to add folder in the Inbox to organize the messages.

  3. Hide unchecked line items within the pricing table if they're not selected. Show only selected ones by Recipient

    4 votes

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

  4. Recipients can upload visible in a document images / files

    29 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to have a seperate field that will allow signer to upload pictures

    - A filed that will allow signer to add pictures, to the document.

  5. Grand Total for 2 Different Pricing Table

    52 votes

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

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Quote Builder

    - Quote data fields

    - Quote rules

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.


    If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.

    Paul Cedric Guevarra supported this idea  · 

  6. Option to support 3rd party digital signatures

    5 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  · 

  7. Signature Certificate: Hide or Remove Information from signature certificate

    88 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
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    Paul Cedric Guevarra commented  · 

    Option to hide IP address in signature certificate

  8. Pass images from CRMs to documents using tokens/variables

    66 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Pull Image variable from CRM to document

  9. Edit the Completed document with saving the signature

    211 votes

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

    Option to retrieve sent document once editted

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    Paul Cedric Guevarra commented  · 

    Option to retain signature of the signed document during editting.

  10. no extra page when adding item from content library

    18 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to put library items directly on the document not on new page..

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    Paul Cedric Guevarra commented  · 

    Option on the Content Library to add only specific blocks or fields.

    - allow the user to add specific blocks on the content library. it will also add only the blocks with out a blank page.

  11. Sender notification when document is printed / downloading

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to receive notification when document is downloaded

  12. Document into Folders

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

  13. Compression feature within PandaDoc - reduce size of PDFs

    41 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not Planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

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    Paul Cedric Guevarra commented  · 

    Option to compress pictures,PDF to reduce the file size.

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

    442 votes

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

    Opton to removed the Letter beside the "$"

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    Paul Cedric Guevarra commented  · 

    Option to hide currency sign in the pricing table column.

    Will allow the user to hide currency sign, on the pricing table.

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    Paul Cedric Guevarra commented  · 

    Options for custom currency formatting,

    Will allow the user to customize his currncy formats.

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    Paul Cedric Guevarra commented  · 

    Previously it was working after the new update it was not working, as per the customer

    Paul Cedric Guevarra supported this idea  · 
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    Paul Cedric Guevarra commented  · 

    Allow decimal on other currency

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    Paul Cedric Guevarra commented  · 

    Have "USD" on the pricing table

  15. [Bulk Action] Add fields

    7 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to put fields on all pages at once

  16. 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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    Paul Cedric Guevarra commented  · 

    Pass line items from Freshsales to Pandadoc pricing table

  17. Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import

    9 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to auto populate fields using recipients info from csv file in bulk

  18. Set fields as "not required"/"optional" by default

    14 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    - Will allow users to change multiple fields of the same type to required .

  19. ability to have a free admin user within an account (for managerial purposes only)

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option for the account owner to limit its permission or access on the account.

    - will allow the account owner to limit his persmission or account acess

  20. Download / export or share Audit Trail via link

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to download audit trail report

    Paul Cedric Guevarra shared this idea  · 
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