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49 results found

  1. Internal hints, notes within document instead of as comments or in line chat

    11 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
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    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

  2. Option to add metadata to the forms

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 

  3. Chargify

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) shared this idea  · 

  4. Active Campaign: Ability to use tokens

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 

  5. Restrict Editing of Smart Content similar to Content Locking

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) shared this idea  · 

  6. Ability to rename a theme without saving a new one.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) shared this idea  · 

  7. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    40 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, 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 the scenarios.

    To update the currency in a PandaDoc document when it doesn't match the currency in HubSpot, follow these steps: 

    1. Within HubSpot on the right, scroll down to the PandaDoc module. Click on Actions > Show PandaDoc tokens. Next, find [Deal.DealCurrencyCode] variable under the Deal tab and make sure the variable includes the currency code.
    2. Create a document from HubSpot or link the already created document to a HubSpot deal.
    3. Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
    4. Under Document Data, click Import from CRM.
    5. The currency will be updated in the pricing table or quote builder and reflected in the document value.

    More here.

    We hope…

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

    Allow Hubspot to set the document value currency for a document.

  8. Other payment options available: Ideal, Apple pay, Google pay, Trustly, Or some form of SEPA bank transfer

    14 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 

  9. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    22 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 

  10. Chat Notification: email notifications for chat messages

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 

  11. Option to hide unfilled / unpopulated variables during printing or sending the document

    31 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 

  12. Export Contacts List

    77 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 

  13. Group Check Boxes to Require One to be Checked / Select Atleast One Logic

    36 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
    AdminLindsey Schocke (Admin, PandaDoc) shared this idea  · 

  14. Ability to hide the volume pricing rate card to the recipient

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 

  15. HTML email templates

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 

  16. Use Multiple Currencies in a Pricing Table

    51 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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!

    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 

  17. Disable access to the document for recipients once it's completed

    16 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 

  18. Limit rights for collaborators

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 

  19. Add up multiple pricing tables to create a summary table

    116 votes

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    13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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!

    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 

  20. Smart content block next to another block

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminLindsey Schocke (Admin, PandaDoc) supported this idea  · 
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