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73 results found

  1. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

    52 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  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!

    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 

  2. Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 

  3. Setting specific renewal date manually

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 

  4. Calculated Variables in Pricing tables

    78 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (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!

    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 

  5. Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 

  6. Ability for table block to have same features as Excel

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 

  7. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 

  8. Reporting: pull report on the document value/deal value after the document has been completed

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminSonia Serra (Admin, PandaDoc) shared this idea  · 

  9. Auto-update content library item once updated in a document/template

    35 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 

  10. Edit templates and CLI across workspaces

    18 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 

  11. Hibob HR Software

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminSonia Serra (Admin, PandaDoc) commented  · 

    Having HiBob HR tool as a native integration: https://www.hibob.com/about/

    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 

  12. google docs redlining/ Contract negotiation using google docs

    14 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 

  13. Smart Content with "OR" conditional rule, when using variables

    26 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminSonia Serra (Admin, PandaDoc) shared this idea  · 

  14. Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminSonia Serra (Admin, PandaDoc) shared this idea  · 

  15. Content Library sorting

    38 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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!

  16. Attach a completed document to a new one: link documents conditionally

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello Ksenia,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 

  17. Option to disable the Redlining Notification

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 

  18. Passing separate unit discount from Hubspot

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 

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

    63 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not planned  ·  Molly Abrams 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!

    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 

  20. 2-way synchronization with Copper

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminSonia Serra (Admin, PandaDoc) supported this idea  · 
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