Settings and activity

141 results found

1. Conditional Logic set up in Pricing tables

   224 votes

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   13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas

   Marlin Fisher supported this idea  ·  Mar 12, 2024

2. Edit / customize text in all email notifications including Completion or Signed Email Message

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   245 votes

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   39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Marlin Fisher supported this idea  ·  Mar 12, 2024

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

   253 votes

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   29 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Marlin Fisher supported this idea  ·  Mar 12, 2024

4. Schedule Sending documents

   252 votes

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   25 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

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

   Marlin Fisher supported this idea  ·  Mar 12, 2024

5. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

   269 votes

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   49 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Being evaluated  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   
   

   Marlin Fisher supported this idea  ·  Mar 12, 2024

6. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

   323 votes

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   20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

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

   Marlin Fisher supported this idea  ·  Mar 12, 2024

7. Spellchecker: Spell Check in App like Grammarly

   292 votes

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   34 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Marlin Fisher supported this idea  ·  Mar 12, 2024

8. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

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   439 votes

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   68 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution exists  ·  AdminValeryia Baranava (Admin, 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:

   - Currency formatting

   We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   Marlin Fisher supported this idea  ·  Mar 12, 2024

9. Pricing Table calculations: Excel Formulas.

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   663 votes

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   67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

   • Workflows: Configure 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.

   Marlin Fisher supported this idea  ·  Mar 12, 2024

10. Page number visible in web version

    234 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Marlin Fisher supported this idea  ·  Mar 12, 2024

11. Ability to arrange and set a header and a footer that will be applied for each newly created template.

    8 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Marlin Fisher supported this idea  ·  Mar 12, 2024

12. Add footer and page background to content library items

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Marlin Fisher supported this idea  ·  Mar 12, 2024

13. Allow the initials box to be in the footer

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  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 check the video:

    How to Add Initials Field to Every Page 

    Marlin Fisher supported this idea  ·  Mar 12, 2024

14. Reduce the header and the footer's size below 0.4 inches

    4 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Marlin Fisher supported this idea  ·  Mar 12, 2024

15. Align page numbers in a header or footer

    24 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Marlin Fisher supported this idea  ·  Mar 12, 2024

16. Headers/footers for uploaded pages

    23 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Marlin Fisher supported this idea  ·  Mar 12, 2024

17. Page Break - Provide line spacing settings untherneath header section and above footer section

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    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Marlin Fisher supported this idea  ·  Mar 12, 2024

18. Save entire page with header/footer in the content library

    66 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Marlin Fisher supported this idea  ·  Mar 12, 2024

19. stretch an image to the edges in the header

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Marlin Fisher supported this idea  ·  Mar 12, 2024

20. Customize Left and Right Border for Page

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    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Marlin Fisher supported this idea  ·  Mar 12, 2024