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  1. Ability to shrink content blocks even more

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Brian Gacila supported this idea  · 

  2. Multi-Step Form

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Brian Gacila supported this idea  · 

  3. move a team member from one workspace to another

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Brian Gacila supported this idea  · 

  4. Mass export variables

    19 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Brian Gacila supported this idea  · 

  5. copy and paste the tables and pricing tables from PandaDoc to a word/excel files

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Brian Gacila supported this idea  · 

  6. Ability to pick/change colors of fillable fields (customization, branding, etc.)

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Brian Gacila supported this idea  · 

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

    82 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Brian Gacila supported this idea  · 

  8. Custom Role - restrict usage of reminders

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Brian Gacila shared this idea  · 

  9. Ability to restrict access to certain templates with password.

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Brian Gacila supported this idea  · 

  10. Bulk Send Expiration / Reminder Settings on Template

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Brian Gacila supported this idea  · 

  11. Pricing Table - subtotal with pre-tax amount and total with post-tax amount

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Brian Gacila shared this idea  · 

  12. SMS verification for bulk send

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Brian Gacila supported this idea  · 

  13. Resend button

    41 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

    Brian Gacila supported this idea  · 

  14. Ability to embed fields in the downloaded PDF

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Brian Gacila supported this idea  · 

  15. Change Document Location / Folder Inside the Document

    11 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Brian Gacila commented  · 

    "Move" button/option inside the document and not in the Documents section.

    Brian Gacila supported this idea  · 

  16. Dropdown in the pricing table

    46 votes

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    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Technical Support Associate, 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!

    Brian Gacila supported this idea  · 

  17. Catalog - set a tax rate per product and have it automatically calculate on the pricing table

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Brian Gacila shared this idea  · 

  18. Add or edit payment app settings for completed documents

    4 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Brian Gacila commented  · 

    only add a payer after document completion

    Brian Gacila supported this idea  · 

  19. filter document download

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  20. Quickbooks Integration: 2 Way Sync

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Brian Gacila supported this idea  · 
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