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286 results found

  1. Show deals or quotes created from Pipedrive in Reporting CSV

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Anonymous commented  · 

    We need to have SFDC opportunity linked to a document shown in PandaDoc CSV reporting

    Anonymous supported this idea  · 

  2. [Reporting] Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous supported this idea  · 

  3. Use Multiple Currencies in a Pricing Table

    53 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!

    Anonymous supported this idea  · 

  4. Mass-update CLI

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  5. Import data to a table

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous shared this idea  · 

  6. Adding a table via API

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Anonymous shared this idea  · 

  7. Mark checkboxes automatically based on a variable value

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Anonymous shared this idea  · 

  8. Calculate product price automatically based on the product bundle

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. Smart Content to work with uploaded pages

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous commented  · 

    The customer would like to use SC with uploaded PDFs so that a part of a PDF can be hidden or unhidden with the conditional logic

    Anonymous supported this idea  · 

  10. Collect files field has option to show the file / Collect files field file is visible in a document

    15 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Anonymous supported this idea  · 

  11. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    326 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Anonymous supported this idea  · 

  12. Sort the documents by completed date and time.

    13 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  13. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

    42 votes

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    9 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Anonymous commented  · 

    We would like to export a pricing table/ quote builder as a CSV file

  14. More formatting options for numbering lists

    47 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anonymous commented  · 

    I would like to add a letter+number numbered list. I.e, 11a, 11b, 11c

  15. The ability to update monday.com variables automatically.

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Anonymous supported this idea  · 

  16. price based off cost and margin

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. Automatically place signature/initial or any field on every page by dropping it once

    61 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

    Anonymous supported this idea  · 

  18. obtain all content blocks and fillable fields from a template and pull it up to another template, via API

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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  19. show attachment via API when the document is completed manually

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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  20. [Pricing Table] display Subtotal without Line Item taxes/discounts

    128 votes

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    14 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Anonymous supported this idea  · 
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