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119 results found

  1. Save entire page with header/footer in the content library

    66 votes

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

    Option to make content library items for Headers/Footers

  2. Update role variables

    28 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 Update Roles variables automatically after changing the signer of the account

  3. Recurring payment in Quickbooks

    73 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Scheduled payment for QuickBooks

  4. [Pricing table] Possibility to change subtotal/total manually.

    36 votes

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

    Change the Total amount value

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    Paul Cedric Guevarra commented  · 

    Manually put total sum value on the Pricing Table

  5. Custom page sizes

    94 votes

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

    Ability to Customize Paper Layout. which include other paper sizes.

  6. Stripe + Plaid

    27 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Plaid Integration for Stripe Authentication

  7. Customize footer page numbers, font size, font color and margins and padding

    72 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea.  Unfortunately, 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  · 

    Customize Footer font face, font size, font color and margins and padding

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    Paul Cedric Guevarra commented  · 

    Ability to control footer numbering, color and location

    Paul Cedric Guevarra shared this idea  · 

  8. Ability to turn off the location that appears in Audit Trail

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Ability to hide the audit trails info like location or update the location.

  9. More than two letters as Initials

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Slot to put the middle name or a hyphenated last name on the adding the recipient in creating a document to have the Initials to come up as intended

  10. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

    108 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there. Thank you for submitting this idea! 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  · 

    Allow user to add internal anchor links to his document

  11. Ability to map products into different pricing table sections.

    3 votes

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

    Allow merge field data transfer from Zoho

  12. Option to hide the pricing table on specific recipient

    9 votes

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

    Allow user to hide the pricing table from other recipients

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    Paul Cedric Guevarra commented  · 

    Ability to hide pricing table to other recipient

    Paul Cedric Guevarra shared this idea  · 

  13. Headings auto-numbering for cover page

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Allow the heading and normal text to work with tiered numbering

  14. Heat Mapping

    3 votes

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

    Analytics for all the customer's heat maps, time spent on each page of that document template used

  15. Flexible pricing table images: adding directly to the pricing table

    40 votes

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

    Dragging the image into the SKU column.
    Removing the AU in pricing column
    Changing the discount to a %

  16. Drag and drop images straight onto the template

    7 votes

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

    Drag object from OneDrive directly to the template

  17. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

    48 votes

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

    Recipients can update the price from the Pricing Table

  18. [Pricing Table] display Subtotal without Line Item taxes/discounts

    128 votes

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

    have a custom field that will allow to grab amount from Pipedrive without the tax

  19. Schedule Sending documents

    256 votes

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    25 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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    Paul Cedric Guevarra commented  · 

    Customer want to sent the document later using scheduling.

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