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  1. 5 votes

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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
  2. 28 votes

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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
  3. 11 votes

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    An error occurred while saving the comment
    AdminLindsey Schocke (Admin, PandaDoc) commented  · 

    While this feature isn't currently available in the Pricing Table, it is available in the Quote Builder!
    https://support.pandadoc.com/hc/en-us/articles/16969396083607-Quote-builder-block-Design-options

    You can customize how the product description is displayed in your quote by going to Design > Preferences > Description.

    To make it easier for customers to view product descriptions, simply turn on the Collapse description toggle. This will allow them to expand or collapse the description as needed.

  4. 4 votes

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    An error occurred while saving the comment
    AdminLindsey Schocke (Admin, PandaDoc) commented  · 

    Currently, collecting card details in a text field is against our terms of use for gathering sensitive customer data, such as payment card data, including credit or debit card number, CVV codes, etc.

    You can review the Terms of use (clause 7 (viii)) here: https://www.pandadoc.com/terms-of-use/

  5. 17 votes

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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
  6. 174 votes

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    We wanted to share an update regarding tokens/variables in saved messages and email. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
  7. 2 votes

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    AdminLindsey Schocke (Admin, PandaDoc) shared this idea  · 
  8. 7 votes

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    An error occurred while saving the comment
    AdminLindsey Schocke (Admin, PandaDoc) commented  · 

    Requesting direct Import of Contacts from Salesforce to use when creating documents in PandaDoc.

    I would like to sync all contacts over from Salesforce so I can use them to make documents within PandaDoc. This is for customers that don't have an opportunity.

  9. 3 votes

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    AdminLindsey Schocke (Admin, PandaDoc) shared this idea  · 
  10. 8 votes

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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
  11. 10 votes

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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
  12. 4 votes

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    AdminLindsey Schocke (Admin, PandaDoc) shared this idea  · 
  13. 214 votes

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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
  14. 37 votes

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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
  15. 52 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!

    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
  16. 31 votes

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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
  17. 18 votes

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    An error occurred while saving the comment
    AdminLindsey Schocke (Admin, PandaDoc) commented  · 

    The most recent customer comment is correct. The content lock doesn't allow you to lock position without also restricting editing. Reopening the UserVoice.

  18. 43 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!

    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
  19. 3 votes

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    An error occurred while saving the comment
    AdminLindsey Schocke (Admin, PandaDoc) commented  · 

    Wrike has a lot of automation options, workflows, charts and to do lists and other graphical elements that would be really useful to be able to import into PandaDoc templates and documents.

    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
  20. 11 votes

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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
    An error occurred while saving the comment
    AdminLindsey Schocke (Admin, PandaDoc) commented  · 

    We currently have inline comments that you can use to add internal (private) notes, comments, etc. You can read about it here:
    https://support.pandadoc.com/hc/en-us/articles/360052708693-Inline-comments

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