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42 results found

  1. Ability to resize an image within a table

    9 votes

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

  2. show cost and profit margin per line item even when the document is sent/completed

    12 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Ollie Stacey supported this idea  · 

  3. Ability to switch the entire catalogue currency.

    2 votes

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

  4. Move documents to folders based on status: ability to set a default Documents tab view and transfer documents into folders

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Ollie Stacey supported this idea  · 

  5. Automatically change document status if opportunity is closed.

    18 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Ollie Stacey supported this idea  · 

  6. hide the discount column automatically if the discount is 0%

    27 votes

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

  7. Ability to create custom automations on the document level

    18 votes

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

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

    25 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminLena Zaparozhats (Product Manager, 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  · 

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

    23 votes

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

  10. 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  · 

  11. 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  · 

  12. 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  · 

  13. 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  · 

  14. 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 » Quote Builder & Pricing table  ·  Admin →
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    Ollie Stacey supported this idea  · 

  15. Section auto numbering

    7 votes

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

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

    136 votes

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

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

    22 votes

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

  18. Different Header/Footers for Each Page

    149 votes

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    12 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  · 

  19. 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 » 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  · 

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

    5 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  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  · 
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