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  1. Export metadata of a document

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  2. Mass export variables

    19 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  3. Ability to delete columns in the pricing table if any of the columns is restricted.

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  4. Calculated Variables in Pricing tables

    90 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.

    Rachele Galang Ong supported this idea  · 

  5. Send more than 10 documents in a bundle

    65 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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 this scenario namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Rachele Galang Ong supported this idea  · 

  6. Approval workflow after suggest edits

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  7. Integration capabilities with WhatsApp

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  8. Access contacts list on mobile app

    6 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  9. Convert a form to a template

    127 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

    We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Rachele Galang Ong supported this idea  · 

  10. Hide columns in pricing table via API

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  11. to disable adding the emails that have been added in CC to the HubSpot contacts

    15 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  12. Automation: select document creator when using automation to send another document

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  13. Allow collaborator's to add/create documents to a "shared with me" folder

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  14. Auto fill repeating fields - signature and initials fields

    21 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  15. Show Payment Value at the email sending pop-up when you send the document

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Rachele Galang Ong shared this idea  · 

  16. Automatic calculations in fields

    186 votes

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    34 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.

    Rachele Galang Ong supported this idea  · 

  17. Dashboard - be able to add Customisable Tiles to Dashboard

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Rachele Galang Ong commented  · 

    to be able to change the name of the sections in the team dashboard

    Rachele Galang Ong supported this idea  · 

  18. [Hubspot] Create a document from a predefined object in Hubspot only

    5 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  19. Customize signature certificate design

    54 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Rachele Galang Ong supported this idea  · 

  20. Display profit margin in the pricing table

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Rachele Galang Ong supported this idea  · 
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