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8 results found

  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)

    101 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

    204 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the 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.

    Richard Volpe supported this idea  · 

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

    128 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.

    672 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Richard Volpe supported this idea  · 

  7. Conditional Logic set up in Pricing tables

    227 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Richard Volpe supported this idea  · 

  8. More formatting options for numbering lists

    50 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??