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47 results found

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

    137 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Ollie Stacey supported this idea  · 

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

    23 votes

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

  3. 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  · 

  4. 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  · 

  5. 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  · 

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

    11 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  · 

  7. 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  · 

  8. Update Hubspot Property with Document Sequence number when completed

    8 votes

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

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

    2 votes

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

  10. 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  · 

  11. Include a Version Number in the Document Sequence Number

    5 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  · 

  12. Auto number pricing table line items

    30 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Ollie Stacey supported this idea  · 

  13. Reminder customization: Customize the text in reminder message

    375 votes

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

  14. Moving rows from one pricing table to another pricing table

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Ollie Stacey commented  · 

    We really need this! We quote options separately, and when we import the line items from HubSpot, they default to a single pricing table.

    Ollie Stacey supported this idea  · 

  15. Send completed docs to folders through variable token

    6 votes

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

    We'd love the ability to define where a document is stored based on variables within the document, including the ability to create a folder name for a specific variable.

    Example - we want to store our sent quotes by account name (pulled from our CRM). When sent, save the document to a folder named [deal.companyname]. If it finds a folder, drop it there. If it doesn't, create a new folder.

    The same could be true for different deal/opportunity owners, so quotations can be stored against the relevant account holder/deal owner.

  16. upload documents to specific Site on SharePoint

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Select Connect account during the Automations setup.
    2. In the Authorization window, scroll to Site name.
    3. Add the name of the SharePoint site you want to connect to. If left blank, Workato will connect to your default home site.
    4. Use the site name as found in the URL of the site page. For example, if the URL is https://company-name.sharepoint.com/sites/product, use product.
    Ollie Stacey shared this idea  · 

  17. Upload files from the document to SharePoint

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  18. Gridlines / Ruler

    26 votes

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

  19. Add a description field to a template for internal visibility

    2 votes

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

  20. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    130 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Ollie Stacey supported this idea  · 
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