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152 results found

  1. Share saved messages across workspaces

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  · 

  2. allow recipients to choose a payment method

    10 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

  3. Integration feature with Zapier to change email subject

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

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

    12 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

  5. Edit the Completed document with saving the signature

    214 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

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

    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

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

    75 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

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

    10 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 
    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  · 

  8. CPQ calculations: Excel Formulas.

    677 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

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

    170 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

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

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 

  11. Prevent document sending without field information being filled out by sender (fields assigned to the sender by themselves)

    9 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) commented  · 

    Prompt for document sender to complete required fields assigned to them before sending the document (similarly to the unfilled variables pop-up)

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

    451 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava 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:

    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.

    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 
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