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136 results found

  1. Choose a folder to save documents in PandaDoc by default

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  2. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    86 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  3. Have a "DONE" button on the clients side after they complete their suggestions.

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  4. Pricing table: separate design option for total sections (adjust design for totals individually)

    49 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. 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. Here are the instructions:

    1. Hide the total section and add text block below the pricing table. 
    2. Use Pricing table total variable or any other that you'd need to adjust. 
    3. Change format as needed via Text design. 

    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.

    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  5. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    336 votes

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    45 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  6. Date field MM/YY - Month/Year formatting option

    16 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  7. Zoom template

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  8. Expand the properties of fields available to the API: make fields required / non-required via API

    8 votes

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

  9. Close.io

    79 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, 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!

    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  10. ability to save customised fields

    11 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  11. Insert symbols - e.g. check mark

    8 votes

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

    Ability to upload custom symbols (copyright)

    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  12. [Document.Version] variable.

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  13. Ability for page number to show left or right

    17 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminJonathan Monje (Admin, PandaDoc) commented  · 

    Ability to modify page number placement horizontally and vertically

    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  14. Sender review payments before processing

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    AdminJonathan Monje (Admin, PandaDoc) shared this idea  · 

  15. Different Header/Footers for Each Page

    138 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 
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    AdminJonathan Monje (Admin, PandaDoc) commented  · 

    Ability to edit footer color to be edited per page

  16. Update Zapier to include 'Change Document Status' action

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  17. Customizable options for field validation

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  18. Ability to choose a specific payment date for the recurring charge

    27 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  19. Notifications for all users

    52 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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!

    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 

  20. Approvers outside of PandaDoc

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminJonathan Monje (Admin, PandaDoc) supported this idea  · 
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