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109 results found

  1. Grand Total for 2 Different Pricing Table

    54 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  · 

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

    98 votes

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    18 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

  3. 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

  4. Edit the Completed document with saving the signature

    214 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

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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.

  5. no extra page when adding item from content library

    18 votes

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    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.

  6. Sender notification when document is printed / downloaded

    11 votes

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    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

  7. Document into Folders

    5 votes

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

  8. Compression feature within PandaDoc - reduce size of PDFs

    43 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.

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

    451 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava 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:

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

    An error occurred while saving the comment
    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

  10. [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

  11. Pull product data from Freshsales to pricing tables

    26 votes

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    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

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

    10 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 auto populate fields using recipients info from csv file in bulk

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

    16 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 .

  14. 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

  15. Transfer Data - pass Fields values to a new document

    11 votes

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

    Option to auto populate the collected infro from form to a set of froms

    - will allow the user to use the collected data to auto populate or paste them dorectly on fnew forms.

  16. Option to define the template which document was created from

    67 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to download completed documents base on specifirc template,

    Will allow the user to download document based on thier specific template.

  17. Set up multiple choice section and editable quantity in the data merge PD PT-Hubspot

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to to pull the items/product from HubSpot to multiple choice section the pricing table.

    - Will allow the user to pull the items from HubSpot to multiple choice section on the pricing table

  18. Gridlines / Ruler

    27 votes

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

    Option for Trifold Feature on the template and also Ruler featture.

    - Will allow user to have Ruler and Trifold feature on the Document and Feature.

  19. [Home] Select period more than 1 year in Home

    43 votes

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

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    Paul Cedric Guevarra commented  · 

    filter documents in Dashboard for more than two years

  20. Allow recipient to download Word file of the document.

    8 votes

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

    Option for recipient/signer to download the document in Word

    - will allow the recipient to download a wrod file aside from PDF.

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