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122 results found

  1. Automatically add roles when you add smart content with the content library items.

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  2. Pricing Table calculations: Excel Formulas.

    638 votes

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    60 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  3. More Pricing Table Variable Options

    26 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  4. Centralized variable management

    6 votes

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

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

    240 votes

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    29 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there!

    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! Thank you!

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  6. More connection between workspaces: Design options, themes, settings shared between workspaces

    47 votes

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    On roadmap  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    An error occurred while saving the comment
    AdminChristian Tobar (Admin, PandaDoc) commented  · 

    User would like to apply same workspace settings such as branding (Logo, Button Colors, etc.) to multiple workspaces.

    An error occurred while saving the comment
    AdminChristian Tobar (Admin, PandaDoc) commented  · 

    User would like to apply same workspace settings such as branding (Logo, Button Colors, etc.) to multiple workspaces.

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  7. Add Graphs/Charts functionality

    34 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  8. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  9. Place content blocks/Images inside of another Content block

    98 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  10. Have a "send reminder" PandaDoc API call.

    19 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  11. Ability to invite users into multiple workspaces at once.

    22 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  12. Create a Video Links Library

    3 votes

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

  13. [Reporting] Reporting based on document tags

    32 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  14. Use custom variables/fields in forms

    62 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  15. Support Loom video embed in documents

    42 votes

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    8 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!

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  16. Bulk sending of multiple documents via link sharing

    13 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  17. pass information from Zoho custom object

    14 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  18. Change account timezone within the system

    79 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  19. A way to remove the optional field indicator

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  20. Pass Deal Info From Hubspot Using Zapier

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
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