Settings and activity

461 results found

1. [Quote Builder]: Change Language for Column Titles, footer field names and billing frequencies

   20 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Brian Gacila supported this idea  ·  Oct 23, 2023

2. Save entire page with header/footer in the content library

   67 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
   Not Planned  ·  Valeryia Baranava responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Brian Gacila supported this idea  ·  Oct 20, 2023

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  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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  ·  Oct 18, 2023

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

   153 votes

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   33 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   An error occurred while saving the comment
   Brian Gacila commented  ·  Oct 11, 2023  ·  Delete…

   Superseded - document status

   Save Submitting...
   Brian Gacila supported this idea  ·  Jul 10, 2023

5. Option to auto-update the documents after updating the template

   11 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   An error occurred while saving the comment
   Brian Gacila commented  ·  Oct 10, 2023  ·  Delete…

   option to sync updated templates to documents - from content blocks, fillable fields, variables to design

   Save Submitting...
   Brian Gacila supported this idea  ·  Oct 10, 2023

6. ability to create Stripe products from the Stripe payment integration

   9 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
   Brian Gacila supported this idea  ·  Oct 6, 2023

7. Automations: Forms: Move created Sent or Completed Form Documents to a PD Folder or Google Drive

   7 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
   Brian Gacila shared this idea  ·  Oct 6, 2023

8. [Quote Builder]: Required option for Quote Builder

   8 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Brian Gacila shared this idea  ·  Oct 6, 2023

9. Stripe Checkout payments: disable debit/credit card payments

   21 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
   Solution Exists  ·  Valeryia Baranava responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

   You can configure Stripe payments methods on Stripe side directly.

   For more information, please check the link below:

   Payment method configurations

   Brian Gacila supported this idea  ·  Oct 5, 2023

10. Mass Download "Collect file" field attachments

    56 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Solution Exists  ·  Katie Hudson responded

    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.

    Brian Gacila supported this idea  ·  Sep 28, 2023

11. Recipient view in Hebrew

    24 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Delete…  ·  Admin →
    Brian Gacila supported this idea  ·  Sep 28, 2023

12. Pricing Table (Quote Builder): Input negative quantity / value.

    46 votes

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    Solution Exists  ·  10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Brian Gacila supported this idea  ·  Sep 26, 2023

13. Ability to bundle products with one-time payments and recurring payments into one batch

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Mixed pricing models support in product bundles

    Brian Gacila supported this idea  ·  Sep 26, 2023

14. Restore Deleted Contacts / Contacts list version history.

    18 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
    Valeryia Baranava responded
    Brian Gacila supported this idea  ·  Sep 25, 2023

15. Save ACH payment details for future payments

    38 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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  ·  Sep 24, 2023

16. Direct native integration with Airtable

    30 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Brian Gacila supported this idea  ·  Sep 20, 2023

17. Export details - Audit Trail

    166 votes

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    23 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Review Audit trail for sent documents

    Brian Gacila supported this idea  ·  Sep 19, 2023

18. merge workspaces within one account

    26 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
    Valeryia Baranava responded
    Brian Gacila supported this idea  ·  Sep 19, 2023

19. Customers / recipients can edit variables

    45 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Brian Gacila supported this idea  ·  Sep 18, 2023

20. Pull updated pricing table details from Salesforce to PandaDoc

    81 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!

    Update a document with field values from Salesforce

    Brian Gacila supported this idea  ·  Sep 17, 2023