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13 results found

  1. Update Hubspot Property with Document Sequence number when completed

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Kazi Hoque shared this idea  · 

  2. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    56 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Kazi Hoque supported this idea  · 

  3. Drawing lines and shapes

    84 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  Molly Abrams 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!

    Kazi Hoque supported this idea  · 

  4. Automatic calculations in fields

    171 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

    Kazi Hoque supported this idea  · 

  5. Fields move automatically with text blocks: link fields to blocks

    127 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Kazi Hoque supported this idea  · 

  6. Different Header/Footers for Each Page

    143 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Kazi Hoque supported this idea  · 

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

    123 votes

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    15 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.

    Kazi Hoque supported this idea  · 

  8. [Pricing Table] display Subtotal without Line Item taxes/discounts

    128 votes

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    14 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Kazi Hoque supported this idea  · 

  9. Pricing Table calculations: Excel Formulas.

    665 votes

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    67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Kazi Hoque supported this idea  · 

  10. Subtotal *without* line item discounts total & the subtotal without discount

    31 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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.

    Kazi Hoque supported this idea  · 

  11. Link document to Hubspot deal via the mobile app

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  12. Calculated Variables in Pricing tables

    84 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.

  13. Ability to set text alignment for a field (center or right align)

    45 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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