Settings and activity

323 results found

1. Option to auto-update the documents after updating the template

   10 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Oct 19, 2023

2. Ability to customize system variables like the document reference number

   11 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Anonymous supported this idea  ·  Oct 19, 2023

3. Forms - Variables passed in URL parms

   9 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Oct 18, 2023

4. Catalog product items usage reporting

   61 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) responded

   Hi, 

   Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.

   Anonymous supported this idea  ·  Oct 18, 2023

5. Product catalog to track the items stock

   7 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Oct 18, 2023

6. Import Folder to Content Library: upload multiple files to content library

   30 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Anonymous supported this idea  ·  Sep 22, 2023

7. Create Additional Headings

   9 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

   
   

   Anonymous supported this idea  ·  Sep 21, 2023

8. The Draw signature option set by default

   14 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Sep 20, 2023

9. Pricing Table - set up Default Tax: Tax calculations

   50 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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 those scenarios namely:

   • Formulas
   • Rules
   • Lookup Tables

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   Anonymous supported this idea  ·  Sep 20, 2023

10. Different Header/Footers for Each Page

    146 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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  ·  Sep 20, 2023

11. See the number of downloaded documents

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Sep 19, 2023

12. Add catalog to mobile app!

    21 votes

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

    
    

    Anonymous supported this idea  ·  Sep 13, 2023

13. Saved messages upload between workspaces

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Sep 13, 2023

14. Conditional Logic set up in Pricing tables

    226 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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 those scenarios namely:

    • Quote Builder rules
    • Formulas
    • Rules
    • Lookup Tables

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Anonymous supported this idea  ·  Sep 13, 2023

15. Smart content for forms

    25 votes

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

    
    

    Anonymous supported this idea  ·  Aug 30, 2023

16. Downloading attachments along with the document they are attached to

    198 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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  ·  Aug 28, 2023

17. import variable values using spreadsheet

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Anonymous supported this idea  ·  Aug 28, 2023

18. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    147 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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.

    An error occurred while saving the comment
    Anonymous commented  ·  Aug 28, 2023  ·  Edit…  ·  Delete…

    We would to be able to simultaneously see who has signed the documents and which documents aren't signed by us yet

    Save Submitting...
    Anonymous supported this idea  ·  Jan 20, 2023

19. Customize footer page numbers, font size, font color and margins and padding

    74 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea.  Unfortunately, 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  ·  Aug 25, 2023

20. [API] call that will allow customizing the recipient's view

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Aug 21, 2023