Settings and activity
175 results found
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62 votes
Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.
- Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
*Important: Make sure at least one field is assigned to the recipient to interact with the quote.
- Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'
More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.AdminDaria Serebriakova (Admin, PandaDoc) supported this idea ·
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26 votes
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33 votes
Hi there! Thank you for taking the time to leave your request. Currently, this is not available, but the good news is that we have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc when it is live. Stay tuned!
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6 votes
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21 votes
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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287 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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3 votes
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2 votes
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152 votes
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 An error occurred while saving the comment To be able to multiply, for example, a unit price in the variable
An error occurred while saving the comment The formula for the variables: possibility to sum up totals of several pricing tables
Pricing table 1 Total+Pricing table 2 Total = Total of 2 pricing tables
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24 votes
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7 votes
An error occurred while saving the comment Option to pre-assign primary signer in Form
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49 votes
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. Here are the instructions:
- Hide the total section and add text block below the pricing table.
- Use Pricing table total variable or any other that you'd need to adjust.
- Change format as needed via Text design.
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.
An error occurred while saving the comment Option to have separate design for section subtotal and total in the pricing table
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2 votes
An error occurred while saving the comment On the banner on the left of the screen, the contrast between the icons and the background of the light gray and black is not quite strong enough to see the tools always. Increasing the contrast of the colors could make it so it reaches protocol for accessibility in websites so that people with visual impairments can still use the website.
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2 votes
An error occurred while saving the comment Option to use biometrics for ID verification
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20 votes
An error occurred while saving the comment Option to export the list of upcoming renewal documents
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10 votes
An error occurred while saving the comment Option to change a recipient name or email after they've been added to a document without completely deleting them.
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138 votes
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 Option to have a document status Canceled and change the Completed document to Canceled in case of need
An error occurred while saving the comment Option to add new statuses or change the name of existing statuses.
An error occurred while saving the comment Add a status "Waiting on you" or "Waiting for others" between "Viewed" and "Completed" in case the document has several signers to sign the document, so you will see who still needs to sign the document
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598 votes
This suggestion's status is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Option to create formulas in regular table
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Tokens/Variables in saved messages / email body or subject
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177 votesWe wanted to share an update regarding tokens/variables in saved messages and email. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
An error occurred while saving the comment Add variables to the messages that are sent to the receiver by email, so it will automatically add their name or other info to the message
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10 votes
An error occurred while saving the comment In case one person is pre-assigned in many templates, option to mass update this recipient and change it to another one
Option to have a date field that is calculated, the date based on the date the client viewed the document