Settings and activity

179 results found

1. Transfer ownership for Forms

   67 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

   Anonymous supported this idea  ·  Jun 28, 2023

2. Integration with screen readers (Jaws - a screen reading app)

   9 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jun 13, 2023

3. Template Activity Tab

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Lindsey Schocke responded
   Anonymous supported this idea  ·  Jun 9, 2023

4. HubSpot Access on Document upon Completion

   8 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jun 9, 2023

5. Upload CSV/Excel/XLSX as editable content in PandaDoc

   74 votes

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   2 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.

   Anonymous supported this idea  ·  Jun 9, 2023

6. Images passed from Salesforce to pricing tables

   10 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jun 7, 2023

7. Ability to draw on the document/template

   11 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jun 6, 2023

8. Variables contain formulas: Excel formulas

   95 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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.

   Anonymous supported this idea  ·  Jun 5, 2023

9. Save entire page with header/footer in the content library

   66 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not Planned  ·  Valeryia Baranava responded

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

   Anonymous supported this idea  ·  May 26, 2023

10. Freehand Annotation & Drawing Tools on Documents

    91 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  Molly Abrams 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!

    Anonymous supported this idea  ·  May 25, 2023

11. Folders password protection

    34 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Anonymous supported this idea  ·  May 24, 2023

12. Role for Recipient Approver

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded
    Anonymous shared this idea  ·  May 23, 2023

13. Smart Content: restrict adding more than one condition within one rule

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded
    Anonymous shared this idea  ·  May 23, 2023

14. Ability to pull contact tokens from Hubspot deal

    62 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

    Anonymous supported this idea  ·  May 19, 2023

15. Adding footnotes

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  May 19, 2023

16. CPQ calculations: Excel Formulas.

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    677 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava 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.

    Anonymous supported this idea  ·  May 15, 2023

17. [Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato

    28 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  May 15, 2023

18. Flexible pricing table images: adding directly to the pricing table

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    42 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

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

    You can add images straight to Quote Builder, which is a part of our CPQ solution. Follow this link to learn more about Quote Builder.

    Anonymous supported this idea  ·  May 12, 2023

19. Variables in title with Forms

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    35 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  May 10, 2023
    An error occurred while saving the comment
    Anonymous commented  ·  May 10, 2023  ·  Edit…  ·  Delete…

    Allow Sender to change Form Names for each form sent out. This way each form is specific to who may have filled it out.

    Save Submitting...

20. The option to display the total in the pricing table excluding tax/discounts/fees

    137 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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:

    • Formulas
    • Rules
    • Lookup Tables

    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.

    Anonymous supported this idea  ·  May 9, 2023