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52 results found

  1. Have fields automatically format based on the selected validation

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jo Howell supported this idea  · 

  2. The ability to enable document forwarding after the document has been sent.

    4 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Jo Howell commented  · 

    This would be useful to be able to delegate the signatory on the customer's behalf

    Jo Howell supported this idea  · 

  3. multiple approvers in same approval group

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Jo Howell supported this idea  · 

  4. Limit workspace name to 1 (if title exists - can't use it anymore)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jo Howell supported this idea  · 

  5. Option to have the signer read the document before signing

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Jo Howell supported this idea  · 

  6. Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objec

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Jo Howell supported this idea  · 

  7. Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table

    20 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Jo Howell supported this idea  · 

  8. Calculated Variables in Pricing tables

    89 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

    Jo Howell supported this idea  · 

  9. [Home] Select period more than 1 year in Home

    43 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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!

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    Jo Howell commented  · 

    I agree that an "All time" option would be useful!

  10. More Pricing Table Variable Options

    27 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Jo Howell supported this idea  · 

  11. 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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  12. Edit size of image when added to table

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jo Howell shared this idea  · 

  13. Insert symbols - e.g. check mark

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jo Howell shared this idea  · 

  14. allow to reshuffle docs in bundles

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jo Howell supported this idea  · 

  15. Mask content: Hide Information Until Recipient's Mouse Hovers Over It

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jo Howell supported this idea  · 

  16. Change order of documents in a bundle

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  17. automatically set document sender: conditional document sender

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  18. Reminder customization: Customize the text in reminder message

    374 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jo Howell supported this idea  · 

  19. Hide Grand Total Settings

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  20. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    70 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Jo Howell commented  · 

    This would be so useful! I would like document creators to be able to send their documents to their manager for approval using the workflow, but currently I would have to either have separate templates for each manager or have the document go to all managers (approval group)

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    Jo Howell commented  · 

    This would be so useful! I would like document creators to be able to send their documents to their manager for approval using the workflow, but currently I would have to either have separate templates for each manager or have the document go to all managers (approval group)

    Jo Howell supported this idea  · 
2