Settings and activity

133 results found

1. Move documents across workspaces and keep the statuses

   247 votes

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   34 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  May 9, 2023

2. Share saved messages across workspaces

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   ‌Iryna‌ Pekarchyk‌ shared this idea  ·  Apr 21, 2023

3. allow recipients to choose a payment method

   7 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Apr 21, 2023

4. Integration feature with Zapier to change email subject

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   2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Apr 20, 2023

5. Remove a template role at the step of assigning recipients by clicking the bin icon

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   0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   ‌Iryna‌ Pekarchyk‌ shared this idea  ·  Apr 18, 2023

6. Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

   12 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Apr 5, 2023

7. Edit the Completed document with saving the signature

   210 votes

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   12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. 

   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Mar 31, 2023

8. Bulk sign: Ability to sign multiple documents at once in the inbox.

   69 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Mar 31, 2023

9. Partial payments with Stripe: The option to divide a payment amount when collecting payments via Stripe

   9 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Mar 24, 2023
   ‌Iryna‌ Pekarchyk‌ shared this idea  ·  Oct 28, 2022

10. CPQ calculations: Excel Formulas.

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    671 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote rules
    • Formulas
    • 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.

    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Mar 16, 2023

11. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    160 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Feb 24, 2023

12. Salesforce - Include Job Title contact field in the Add new contact

    11 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Feb 22, 2023

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

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    443 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, 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:

    • Currency formatting
    • Formulas
    • Rules
    • Lookup Tables

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Aug 24, 2022