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34 results found

  1. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    129 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Sofia Jorge supported this idea  · 

  2. HubSpot: Push contacts birth dates and custom fields from Company Record

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Sofia Jorge supported this idea  · 

  3. Lock fields position on a template/document

    45 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Sofia Jorge supported this idea  · 

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

    141 votes

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    29 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Sofia Jorge supported this idea  · 

  5. get audit trail details via api

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Sofia Jorge supported this idea  · 

  6. Conditional Content Approval

    15 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Sofia Jorge supported this idea  · 

  7. Page number visible in web version

    224 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Sofia Jorge supported this idea  · 

  8. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    350 votes

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    47 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

    Sofia Jorge supported this idea  · 

  9. Pricing Table calculations: Excel Formulas.

    638 votes

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    60 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Sofia Jorge supported this idea  · 

  10. Bundling on Mobile App

    12 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, 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!

    Sofia Jorge supported this idea  · 

  11. Ability to sort user, email, and license type in Settings > Team

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Sofia Jorge supported this idea  · 

  12. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    303 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Sofia Jorge supported this idea  · 

  13. Move documents across workspaces and keep the statuses

    194 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Sofia Jorge supported this idea  · 

  14. Total Time Viewed Reporting

    11 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Sofia Jorge supported this idea  · 

  15. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    431 votes

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    66 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Sofia Jorge supported this idea  · 

  16. Aggregate Document Analytics in Reporting Dashboard

    21 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, 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!

    Sofia Jorge supported this idea  · 

  17. Save ACH payment details for future payments

    27 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Sofia Jorge commented  · 

    Collect Bank Details on file in Stripe when signing an initial contract to charge recipient later from Stripe Admin panel when the service is finished.

    Sofia Jorge supported this idea  · 

  18. Disable latest activity - who has viewed the document

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Sofia Jorge shared this idea  · 

  19. Conditional Logic set up in Pricing tables

    218 votes

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    13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Sofia Jorge supported this idea  · 

  20. Witness Signatures: Sign with a witness feature

    75 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Sofia Jorge supported this idea  · 
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