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167 results found

  1. Format data coming in from Salesforce

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  2. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

    44 votes

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    16 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    The customer needs to be able to edit the catalog item prices.

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  3. Card details field for PayPal, QuickBooks, Authorize.Net and Square

    28 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  4. Dynamics CRM triggers a notification

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  5. Edit / customize text in all email notifications including Completion or Signed Email Message

    226 votes

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    36 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (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.

    Don’t hesitate to reach out if you have any other ideas.

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    sending custom follow-up emails when a document is completed would be VERY helpful for our workflow.

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  6. Ability to access and delete from the inbox on mobile

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  7. More options for payment gateways

    198 votes

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    Idea  ·  79 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Scratch is universally accepted in the veterinarian field and would be of value as an effortless payment option for clients.

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