Settings and activity

208 results found

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

   26 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

2. 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

3. Variables in title with Forms

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   29 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
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   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...

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

   135 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

5. Branding for Forms

   34 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 5, 2023

6. [Bulk action] Change Status of Multiple Documents at Once

   43 votes

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   4 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.

   Anonymous supported this idea  ·  May 5, 2023

7. Conditional Logic set up in Pricing tables

   226 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

   • Quote Builder rules
   • 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 3, 2023

8. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

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   134 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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  ·  May 3, 2023

9. Forms notification: Ability to configure Form notification emails / Turn off or Customize Form submitted email

   53 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, 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!

   An error occurred while saving the comment
   Anonymous commented  ·  May 2, 2023  ·  Edit…  ·  Delete…

   Make a way that users can adjust the number of emails that are sent out when recipients fill out the eForms. Make a way to stop the email that states the Recipient sent themselves a Document after they fill out the eForm contact questionnaire.

   For example: https://share.getcloudapp.com/llu7lgKW

   Save Submitting...

10. Copy / duplicate columns in pricing table

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  May 2, 2023

11. Automatic PDF attachments to emails notifying about a completed eForm

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

    PDF of a Completed Form

    Anonymous supported this idea  ·  May 2, 2023

12. Move all Variables in the same formatting/placement from one document to another.

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Anonymous shared this idea  ·  May 1, 2023

13. Make Signer and CC'd Recipients easier to view on document

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Anonymous shared this idea  ·  Apr 25, 2023

14. Ability to turn off specific notification emails sent to recipients.

    130 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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.

    Anonymous supported this idea  ·  Apr 24, 2023

15. Mass Import Users via CSV

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Anonymous shared this idea  ·  Apr 17, 2023

16. Categorize / Group PandaDoc contacts

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    34 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Apr 17, 2023

17. Pricing table: separate design option for total sections (adjust design for totals individually)

    56 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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.

    Anonymous supported this idea  ·  Apr 17, 2023

18. Redirect URL for Forms

    49 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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  ·  Apr 13, 2023

19. Dropdown in the pricing table

    46 votes

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    4 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  ·  Apr 12, 2023

20. AI driven auto-fill using prior answer

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Apr 10, 2023