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190 results found

  1. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    128 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented  · 

    Option to create a custom link/customize the link for the documents

  2. Different Header/Footers for Each Page

    148 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented  · 

    Option to delete/remove a footer from the content page

    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  3. Option to search the documents with redlining

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  · 

  4. Close.io

    79 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented  · 

    It would be great to add the integration with Close.io CRM

    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  5. Reminder customization: Customize the text in reminder message

    368 votes

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    36 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented  · 

    Ability to create a template of the reminder or edit the existing one

    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  6. Find and Replace All feature within a document / template

    205 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented  · 

    Option to find and replace in the document or template, for example, find the word "client" and replace it with the variable [Client.Company]

    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  7. Pre-sign template (or a Form): Fill in signature on template level

    265 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented  · 

    Autofill a sender's signature on the template level will definitely make a workflow a lot easier and help to automate it

    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  8. 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.

    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  9. Add up multiple pricing tables to create a summary table

    131 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 

  10. 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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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  · 
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