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  1. [Master settings] Custom variables sharing across templates

    12 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Richard Volpe commented  · 

    We have rents which are indexed annually, and then used in multiple different templates . It would be useful to set these as a global variable, rather than having to update each individual template manually.

    Richard Volpe supported this idea  · 

  2. Auto assign roles with Field Tag Recognition

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Richard Volpe shared this idea  · 

  3. Set client's default email subject (automatic subject)

    99 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Richard Volpe supported this idea  · 

  4. Tokens/Variables in saved messages / email body or subject

    198 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (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!

    Richard Volpe supported this idea  · 

  5. Set Variable formatting passed from CRM (commas in variables)

    126 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    Richard Volpe supported this idea  · 

  6. 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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    Richard Volpe supported this idea  · 

  7. Conditional Logic set up in Pricing tables

    225 votes

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    13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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:

    - Quote Builder rules

    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.

    Richard Volpe supported this idea  · 

  8. More formatting options for numbering lists

    48 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Richard Volpe supported this idea  · 
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    Richard Volpe commented  · 

    Need to have lowercase roman numerals as a numbering option. Strangely this is provided in the auto-numbering for design styles (e.g. Heading 1, 2, etc) but not provided as an option in the regular editor. Must be an oversight??