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  1. 3 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    I need to be able to draw a report yearly weekly quarterly about what was sold and what was lost and what is pending per agent

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  2. 51 votes

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    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!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  3. 29 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    a way when moving documents, not to scroll through the whole list of project to find the folder but doing a search of the folder name and moving it into that folder

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  4. 217 votes

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    Hi there!

    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! Thank you!

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    prefilled signature

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    create signature and date fields to fill in, but without having to send to owner as a signer - that way client is receiving the doc with owner's signature and date already there

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  5. 155 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    can create private documents in Pandadoc that other Admins would not have access to.

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  6. 120 votes

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    Hi,

    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!

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    upload a csv to populate variable fields

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  7. 3 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    dropdown field be multiline

  8. 10 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  9. 3 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  10. 4 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    ability for a variable field in a template be populated from a list of values

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  11. 26 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    ability to edit dropdown items on a sent document

  12. 4 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    download a CSV with the list of Documents sent with the contact's name and email address

    AdminAnonymous (Admin, PandaDoc) shared this idea  · 
  13. 10 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    The only option I see is to Export full CSV. There are no separate tabs.

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  14. 5 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    create a template and/or content library folder that is only viewable to certain users

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  15. 27 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    create a variable that pulls in the name of a content library piece

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  16. 3 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    We're using the Quote Builder and sometimes sell half a unit for example half an hour but realized the amount field doesn't accepts a comma or dot to have half a unit.

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  17. 109 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Pricing table: add the total price and taxes and it will generate all the subtotal with their corresponding variables

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  18. 1 vote

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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 
  19. 2 votes

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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 
  20. 20 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    ability to rearrange or sort the pricing table with data merge enabled

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    ability to sort items in alphabetical order on a pricing table

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    In a proposal, insert item from catalog, select a category, AND ITEMS DO NOT COME UP ALPHABATIZED. And no way to sort.

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