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  1. Ability unhide / reveal hidden pricing table columns after document completion.

    21 votes

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

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    Ollie Stacey commented  · 

    I would love to see this after document is SENT. We often hide pricing breakdowns from customers to simplify matters, but then need to view this info retrospectively. At the moment, we have to go in and edit the document or create a copy to review the hidden field info.

    Ollie Stacey supported this idea  · 

  2. [Bulk action] Ability to select multiple BLOCKS to move, delete, copy/paste

    18 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Ollie Stacey supported this idea  · 

  3. Revision Renaming

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Ollie Stacey supported this idea  · 

  4. Change Document Location / Folder Inside the Document

    12 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Ollie Stacey supported this idea  · 

  5. Move Completed document to a folder based on "name contains" value

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Ollie Stacey supported this idea  · 

  6. Automatically Move a Document to a Specified Folder Based on Specific Field Criteria

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Ollie Stacey supported this idea  · 

  7. 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  ·  Admin →
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    Ollie Stacey supported this idea  · 

  8. Section auto numbering

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Ollie Stacey supported this idea  · 

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

    127 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Ollie Stacey supported this idea  · 

  10. Horizontal line / separator (block) similar to MS word

    21 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Ollie Stacey supported this idea  · 

  11. Different Header/Footers for Each Page

    143 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Ollie Stacey commented  · 

    We really need this. We tried to workaround it by setting a text block and adding negative padding to move it over the header, to create a different p1, but the process of exporting to PDF results in this being hidden, despite the header being set to transparent. Really need this basic function please!!!

    Ollie Stacey supported this idea  · 

  12. To have one product catalog that syncs with all of your workspaces and allows each product to be displayed in multiple currencies

    13 votes

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    3 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Ollie Stacey commented  · 

    Really important for us!!! Otherwise we have to have multiple price books!!

    Ollie Stacey supported this idea  · 

  13. Ability to modify payment getaways on the document/template level

    5 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Ollie Stacey commented  · 

    This is really essential for us - we need to push people through the portal that offers us the best rates (i.e. for us, UK payments are good through Stripe, but intl. payments have a DREADFUL commission rate).

    Ollie Stacey supported this idea  · 

  14. Multiple lines in variables: insert line breaks in tokens/variables

    10 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Ollie Stacey supported this idea  · 

  15. Make Variable Field Type Boxes Expandable

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Ollie Stacey supported this idea  · 

  16. Update Hubspot Property with Document Sequence number when completed

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Ollie Stacey supported this idea  · 

  17. Copy document sequence number when using "transfer data to" option

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Ollie Stacey shared this idea  · 

  18. The possibility to add the sequence number without sequence name

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Ollie Stacey supported this idea  · 

  19. Include a Version Number in the Document Sequence Number

    4 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Ollie Stacey commented  · 

    Really important for us. Would like it as a document variable that starts at 1 and increments each time a new version of the document is 'sent' after being edited.

    Ollie Stacey supported this idea  · 

  20. Auto number pricing table line items

    25 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Ollie Stacey supported this idea  · 
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