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35 results found

  1. dynamically populate images from "collect files" field

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Danielle Kraft supported this idea  · 

  2. Collect files field has option to show the file / Collect files field file is visible in a document

    15 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Danielle Kraft supported this idea  · 

  3. Automatically download the attachments when opening the files added to collect files field

    65 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Danielle Kraft supported this idea  · 

  4. Upload multiple files in a single collect files field

    37 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Danielle Kraft supported this idea  · 

  5. Collect files field: add download button in preview

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Danielle Kraft supported this idea  · 

  6. images preview

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Danielle Kraft supported this idea  · 

  7. Downloading attachments along with the document they are attached to

    188 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Danielle Kraft commented  · 

    need! we collect permits or plat of surveys and it would be great to have them download with the PDF

    Danielle Kraft supported this idea  · 

  8. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    174 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being Evaluated  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    Danielle Kraft supported this idea  · 

  9. CPQ calculations: Excel Formulas.

    668 votes

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

  10. Multiple Workspace collaboration

    1 vote

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

  11. More connection between workspaces: Design options, themes, settings shared between workspaces

    50 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    After careful consideration and further analysis of this idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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    Danielle Kraft commented  · 

    Yes. Being able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments.

    Danielle Kraft supported this idea  · 

  12. Quantity total in a pricing table

    6 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Danielle Kraft commented  · 

    When having items that have multiple pieces and having clients purchase multiple of a specific item, It is crucial for us to see the item totals per piece in order to pack an order.

    Danielle Kraft supported this idea  · 

  13. Ability to turn off specific notification emails sent to recipients.

    118 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Danielle Kraft supported this idea  · 

  14. Search for a document by a populated field value

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  15. Forms info transfer into a contract: Update a contact with form responses

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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