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20 results found

  1. [Quote Builder]: Support Quotes on DocX Download

    15 votes

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    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (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!

    AdminNikol Humen (HVT Account Manager, PandaDoc) supported this idea  · 

  2. Document.value variable for Bulk Send

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminNikol Humen (HVT Account Manager, PandaDoc) supported this idea  · 

  3. Present Mode - resize

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  4. [Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato

    22 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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  5. choose specific time of day for document expiration

    101 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminNikol Humen (HVT Account Manager, PandaDoc) supported this idea  · 

  6. Smart content for forms

    20 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  7. connect different channels in MS Teams to different workspaces in Pandadoc

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminNikol Humen (HVT Account Manager, PandaDoc) supported this idea  · 

  8. Duplicate workspaces

    11 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  9. ACH payment flow for Instant Verification

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    AdminNikol Humen (HVT Account Manager, PandaDoc) supported this idea  · 

  10. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    65 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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  11. Pricing table: separate design option for total sections (adjust design for totals individually)

    49 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, 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. Here are the instructions:

    1. Hide the total section and add text block below the pricing table. 
    2. Use Pricing table total variable or any other that you'd need to adjust. 
    3. 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.

  12. Create a document from multiple objects in Hubspot

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminNikol Humen (HVT Account Manager, PandaDoc) supported this idea  · 

  13. Export Field Data into CSV or Excel file

    120 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    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!

    AdminNikol Humen (HVT Account Manager, PandaDoc) supported this idea  · 

  14. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]

    23 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminNikol Humen (HVT Account Manager, PandaDoc) supported this idea  · 

  15. Align page numbers in a header or footer

    24 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminNikol Humen (HVT Account Manager, PandaDoc) supported this idea  · 

  16. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminNikol Humen (HVT Account Manager, PandaDoc) supported this idea  · 

  17. See the document recipients in the email notification

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminNikol Humen (HVT Account Manager, PandaDoc) supported this idea  · 

  18. Variables contain formulas: variable calculations

    152 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

    AdminNikol Humen (HVT Account Manager, PandaDoc) supported this idea  · 

  19. Ability to add a multiplier and apply it to both product price and hidden cost.

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminNikol Humen (HVT Account Manager, PandaDoc) shared this idea  · 

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

    117 votes

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

    AdminNikol Humen (HVT Account Manager, PandaDoc) supported this idea  ·