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51 results found

  1. Move documents across workspaces and keep the statuses

    188 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    sharing document and template folders across workspaces

    https://pandadoc.zendesk.com/agent/tickets/397460

  2. Automatically generating PDF invoices from quotes created in PandaDoc

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    PandaDoc payment system

    https://pandadoc.zendesk.com/agent/tickets/392863

  3. send emails from the Company name

    12 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    to send all other system notifications (e.g. Comment posted, Someone sent you a document, etc.) via White labeling feature from with the organization name not with the sender's name

    https://pandadoc.zendesk.com/agent/tickets/390995

  4. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    152 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being evaluated  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – 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

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Add a private folder within one workspace

    https://pandadoc.zendesk.com/agent/tickets/390343

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    to create a custom role (role) that gives the user access to a certain document folder and template.

    https://pandadoc.zendesk.com/agent/tickets/377061

  5. Remove old documents automatically: to have the trash bin automatically delete all after a set time

    21 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    to have the trash bin automatically delete all after a set time

    https://pandadoc.zendesk.com/agent/tickets/389318

  6. Set Variable formatting passed from CRM (commas in variables)

    109 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    When date is filled in through a CRM, keep the same format it has in CRM not as PandaDoc has

    https://pandadoc.zendesk.com/agent/tickets/376145

  7. Xero

    127 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – 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

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Set up Xero integration without Zapier.

    https://pandadoc.zendesk.com/agent/tickets/372554

  8. "Pay here" custom button

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Move Pay Now button when the Stipe is added

    https://pandadoc.zendesk.com/agent/tickets/364870

  9. Copy / duplicate columns in pricing table

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Copy columns in pricing table
    https://pandadoc.zendesk.com/agent/tickets/363311

  10. Inform users about changes and updates in product before making them

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    To send warnings for future changes in API feature and advise for further modification.

    https://pandadoc.zendesk.com/agent/tickets/363845

    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  11. Rotate fields

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    The field does not rotate if the document is created from pdf

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