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309 results found

  1. Automation: Variables in Document Title

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  · 

  2. Grand Total for 2 Different Pricing Table

    54 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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

    - Quote data fields

    - Quote rules

    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.


    If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.

    An error occurred while saving the comment
    Jaynna Ellis Dela Llana commented  · 

    Client: I want to add a section like this:

    Description Grand total
    Implementation Fees (one-time) $0.00

    Subscription Fees (monthly) $0.00

    Jaynna Ellis Dela Llana supported this idea  · 

  3. QuickBooks Inventory

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  · 

  4. Ability to Change Time Zone for a Signature Certificate

    148 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

  5. User Interface will also reflect in PandaDoc email notifications

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  · 

  6. Update Recurring Column in Quotes: CSV: Bulk

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  · 

  7. Pre-sign template (or a Form): Fill in signature on template level

    267 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

  8. [Bulk Action] Mass download templates

    51 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

  9. Rule allowing to assign specific contacts from Hubspot to Pandadoc documents

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 
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    Jaynna Ellis Dela Llana commented  · 

    The capability to manage or control the selection of contacts linked to a HubSpot Deal when they are transferred to PandaDoc Documents.

  10. Webhooks for specific templates/documents

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Jaynna Ellis Dela Llana commented  · 

    Detailed Documentation for Webhooks.

    Jaynna Ellis Dela Llana supported this idea  · 

  11. PandaDoc API : Utilize CSV data

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  · 

  12. Move documents across workspaces and keep the statuses

    250 votes

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    36 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

  13. transfer ownership of multiple documents/folder

    44 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (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!

    Jaynna Ellis Dela Llana supported this idea  · 

  14. Archive documents

    59 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

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

    53 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

  16. Share a document link without adding a recipient's email

    14 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

  17. Conditional feature for fields that will prompt the signer to choose if required or not required

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

  18. Link fields across templates

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

  19. Spellchecker: Spell Check in App like Grammarly

    316 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 

  20. Mark documents as read/App

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  · 
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