Settings and activity

279 results found

1. 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  ·  Delete…  ·  Admin →
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   Early access  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, please reply to this email thread.

   You can find the demo in the attached video.

   
   

   Anonymous shared this idea  ·  Aug 4, 2023

2. Smart Content to work with uploaded pages

   6 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   An error occurred while saving the comment
   Anonymous commented  ·  Aug 4, 2023  ·  Edit…  ·  Delete…

   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

   Save Submitting...
   Anonymous supported this idea  ·  Aug 4, 2023

3. 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  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Anonymous supported this idea  ·  Jul 25, 2023

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

   323 votes

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   20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   Anonymous supported this idea  ·  Jul 25, 2023

5. Sort the documents by completed date and time.

   13 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jul 24, 2023

6. 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  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Anonymous supported this idea  ·  Jul 24, 2023
   An error occurred while saving the comment
   Anonymous commented  ·  Jul 24, 2023  ·  Edit…  ·  Delete…

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

   Save Submitting...

7. More formatting options for numbering lists

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   47 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  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!

   Anonymous supported this idea  ·  Jul 24, 2023
   An error occurred while saving the comment
   Anonymous commented  ·  Jul 24, 2023  ·  Edit…  ·  Delete…

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

   Save Submitting...

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

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Anonymous supported this idea  ·  Jul 21, 2023

9. price based off cost and margin

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Anonymous supported this idea  ·  Jul 20, 2023

10. 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  ·  Delete…  ·  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  ·  Jul 19, 2023

11. 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  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jul 18, 2023

12. show attachment via API when the document is completed manually

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jul 17, 2023

13. [Pricing Table] display Subtotal without Line Item taxes/discounts

    127 votes

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    14 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Anonymous supported this idea  ·  Jul 17, 2023

14. Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.

    23 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Anonymous supported this idea  ·  Jul 14, 2023

15. Ability to change the header's alignment in quote builder.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jul 14, 2023

16. Fields move automatically with text blocks: link fields to blocks

    125 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Anonymous supported this idea  ·  Jul 13, 2023

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

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    245 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Anonymous supported this idea  ·  Jul 12, 2023

18. Add attachments to email messages

    10 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jul 12, 2023

19. We need to use exclusively PAdES or CAdES format for signature

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Jul 12, 2023

20. have more than 1 signer to use Qualified electronic signature (QES)

    30 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Anonymous supported this idea  ·  Jul 10, 2023