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49 results found

  1. hide the discount column automatically if the discount is 0%

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Anonymous commented  · 

    automatically hide columnns when a document is sent

  2. Table of Contents for multiple documents under the one send out

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous commented  · 

    in document bundling, we should be able to create one table of contents for all documents

  3. Find and Replace All feature within a document / template

    104 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous commented  · 

    automated way to search and replace a text at once

  4. Having separate repository and folders within Image Library

    143 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  5. Payment reminders

    86 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  6. Pricing Table calculations: Excel Formulas.

    430 votes

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    Idea  ·  37 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Anonymous commented  · 

    I would like to add below subtotal a divider by 12 to detail the monthly payment

    Anonymous supported this idea  · 

  7. Auto-fill sender's signature once the document is signed by the client

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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  8. add hubspot integration in iphone/ipad app

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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  9. Disable option "send document" via app (leave only share via link)

    7 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Anonymous commented  · 

    obtain a share-link without sending it to anyone

  10. List / sort folders in alphabetical order

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Anonymous commented  · 

    reorder and organize templates folder

  11. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    574 votes

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    Idea  ·  50 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Anonymous commented  · 

    add dates that are split, like this -- On this ____ of __________________, ______

    Anonymous supported this idea  · 

  12. A pop up to place form fields when uploading pdfs to the Content Library

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  13. Conditional logic for fields that will allow text blocks to appear when condition is met

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous commented  · 

    Not only text blocks but any blocks - conditionally display a table based on a checkbox being checked, if the recipient check the box on the contract, a table to be displayed, if it is not checked, a default table will display

    Anonymous supported this idea  · 

  14. Turn off auto fields snap / auto-aligning fields

    66 votes

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    Idea  ·  14 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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  15. Restrict variable editing

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  16. Fields move automatically with text blocks: link fields to blocks

    65 votes

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    Idea  ·  14 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Anonymous commented  · 

    not placing the boxes correctly when I set it up

  17. Option on Mobile App to add Blocks

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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  18. Word (docx) Import improvements

    102 votes

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    In development  ·  12 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  19. Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table

    16 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Anonymous commented  · 

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

  20. Status between waiting for payment and Paid

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Anonymous commented  · 

    PandaDoc should surface "Submitted Payment" as an intermediary status between "Waiting for Payment" and "Paid" on the Dashboard

    Anonymous supported this idea  · 
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