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34 results found

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

    17 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  · 

  2. 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  · 

  3. Change Document Location / Folder Inside the Document

    11 votes

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

  4. 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  · 

  5. 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  · 

  6. 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  · 

  7. 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  · 

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

    125 votes

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

  9. 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  · 

  10. 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  · 

  11. 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  · 

  12. 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  · 

  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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  · 

  19. 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  · 

  20. Reminder customization: Customize the text in reminder message

    351 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Ollie Stacey supported this idea  · 
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