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185 results found

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

    208 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  · 

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

    270 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  · 

  3. 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.

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

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

    132 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  · 

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

    448 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.

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