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45 results found

  1. CSS available in Editor 2.0

    59 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  2. Place a page break inside a text block

    25 votes

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

  3. My Robin Payroll

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Halyna Dashkevych shared this idea  · 

  4. Map multiple line items custom properties with one column in pricing table

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Halyna Dashkevych shared this idea  · 

  5. Move documents across workspaces and keep the statuses

    209 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  6. Send the document automatically after approval

    81 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Halyna Dashkevych supported this idea  · 

  7. Use Smart content blocks with Zapier

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  8. Smart content for forms

    24 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Halyna Dashkevych supported this idea  · 
    Halyna Dashkevych shared this idea  · 

  9. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  10. Apply design theme to table of contents as well. Table of contents formatting from custom design.

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  11. Multiple currencies on the dashboard

    23 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Halyna Dashkevych supported this idea  · 
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    Halyna Dashkevych commented  · 

    We want to set 1 currency as the default one to be displayed (aka the Company Currency), and that other currencies are converted into this default currency based on a predefined exchange rate. That way when a proposal is based on another currency than the default one, these currencies are also included and displayed in the various financial totals per stage in 1 currency.

  12. Upload CSV/Excel/XLSX as editable content in PandaDoc

    72 votes

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

  13. pull the value to variables with Zapier

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  14. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    136 votes

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    29 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  15. View-only form: only create a sequenced form (document) if the client signs the form

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  16. Export Contacts List

    83 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  17. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

    108 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there. Thank you for submitting this idea! 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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    Halyna Dashkevych commented  · 

    create a list of chapters which sits on the left hand side of a document, and allows the client to click a chapter name and go to that point in the document with no table of content in the document itself

  18. Search Results are no longer sortable

    20 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  19. Add an email signature, text formatting, and/or images (logos) to Saved Messages

    68 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Halyna Dashkevych supported this idea  · 

  20. Change the email of the form signer once the form is completed

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Halyna Dashkevych supported this idea  · 
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