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255 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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    AdminAnonymous (Admin, PandaDoc) commented  · 

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

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  2. 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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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  3. Invite or create users via API

    11 votes

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

  4. 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!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  5. Bulk Importing for Volume Based Pricing

    5 votes

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

  6. Mass-update CLI

    2 votes

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

  7. 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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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  8. Adding a table via API

    3 votes

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

  9. Mark checkboxes automatically based on a variable value

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  10. Calculate product price automatically based on the product bundle

    8 votes

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

  11. Smart Content to work with uploaded pages

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) 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

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

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

    14 votes

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

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

    293 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  14. 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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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  15. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

    39 votes

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    8 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Technical Support Associate, 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!

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

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

  16. More formatting options for numbering lists

    38 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

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

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

  17. 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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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  18. 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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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  19. Automatically place signature/initial or any field on every page by dropping it once

    38 votes

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    3 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!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  20. 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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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
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