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  1. Set optional items as required in pricing table (Assign a pricing table to recipient)

    67 votes

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    9 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.

           - Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
           *Important: Make sure at least one field is assigned to the recipient to interact with the quote.
           - Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
           Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'

    More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Alma‌‌ Bailo‌ supported this idea  · 

  2. Smart content for forms

    24 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 
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    Alma‌‌ Bailo‌ commented  · 

    Add smart content on form

  3. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    66 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Technical Support Associate, 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!

    Alma‌‌ Bailo‌ supported this idea  · 
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    Alma‌‌ Bailo‌ commented  · 

    Customized Pandadoc Landing Page Message

  4. Disable horizontal scrolling option in mobile view / Limit scrolling sideways on documents in the app.

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Alma‌‌ Bailo‌ shared this idea  · 

  5. Archive documents

    58 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 

  6. 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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    Alma‌‌ Bailo‌ supported this idea  · 
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    Alma‌‌ Bailo‌ commented  · 

    Additional contact fields

  7. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    145 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Alma‌‌ Bailo‌ commented  · 

    Delay custom status

  8. Remove X sent you the document from the email.

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Alma‌‌ Bailo‌ supported this idea  · 

  9. Signature Certificate: Hide or Remove Information from signature certificate

    81 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  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!

    Alma‌‌ Bailo‌ supported this idea  · 

  10. Avoid the verification process with micro deposit for ACH transactions

    12 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Alma‌‌ Bailo‌ commented  · 

    The customer wants his deposits to show up as pending status on his online statements or asking for an application that will show his pending deposits.

    An error occurred while saving the comment
    Alma‌‌ Bailo‌ commented  · 

    ACH automatic charge immediately

    Alma‌‌ Bailo‌ supported this idea  · 

  11. Validation signature stamps

    37 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Alma‌‌ Bailo‌ commented  · 

    paveltsinberg@biosero.com

    Alma‌‌ Bailo‌ supported this idea  · 
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