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13 results found

  1. Group Pricing Tables based on Product Names

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Roman Hankevych supported this idea  · 

  2. Log in via 2FA (Two Factor Authentication) / MFA

    227 votes

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    Idea  ·  39 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Roman Hankevych supported this idea  · 

  3. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    72 votes

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    Idea  ·  14 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  4. Saved messages feature on mobile app

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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  5. Find and Replace All feature within a document / template

    128 votes

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    Idea  ·  16 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  6. Embed HTML into docs

    26 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  7. Salesforce true 2 way sync

    118 votes

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    Idea  ·  23 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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  8. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    13 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  9. [Pricing Table] display Subtotal without Line Item taxes/discounts

    81 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Roman Hankevych supported this idea  · 

  10. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    220 votes

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    Idea  ·  30 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  11. Fields signing order on a document/form

    16 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Roman Hankevych commented  · 

    Request from the customer: "Our Sales guys would like to be able to "tab" through the form entry fields and have them go in order".

  12. Edit a sent document and save without resending

    99 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Roman Hankevych commented  · 

    Minor editing allowed after document was sent (to change the Typography settings)

  13. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    554 votes

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    58 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Roman Hankevych commented  · 

    Let's say in a contract, I ask the company name as a text field. I add the text field, and put company name as a placeholder. However, this company name may appear multiple times in the contract, and I would like to populate the subsequent appearances of company name with the first text field input. Because as it is now, every time it appears, since a text field is not a variable, the client has to fill it in again.