Settings and activity

152 results found

1. Add up multiple pricing tables to create a summary table

   126 votes

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   13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   In Development  ·  AdminLena Zaparozhats (Product Manager, 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:

   - Quote Builder

   - Quote data fields

   - 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.

   Grace Ann Bacolod supported this idea  ·  Feb 5, 2025

2. Approval workflow in forms

   32 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Feb 4, 2025

3. Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.

   24 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Grace Ann Bacolod supported this idea  ·  Feb 1, 2025

4. Subtotal to be used more than once in the pricing table

   15 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Feb 1, 2025

5. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

   99 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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.

   Grace Ann Bacolod supported this idea  ·  Jan 30, 2025

6. Save and Doesn't save buttons for templates and documents

   26 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Jan 30, 2025

7. Support Klarna as a Payment Method via Stripe

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Jan 30, 2025

8. Edit the Completed document with saving the signature

   207 votes

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   11 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. 

   Grace Ann Bacolod supported this idea  ·  Jan 30, 2025

9. Remove content library suggestion when adding a blank page

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Jan 25, 2025

10. Manually change the document status from Paid to Declined

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 24, 2025

11. [Quote Builder]: Change Language for Column Titles, footer field names and billing frequencies

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    14 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 23, 2025

12. Pass files from SalesForce files to PandaDoc

    11 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 23, 2025

13. Use Variables inside Quote Builder

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    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 22, 2025

14. Ability to start an autonumbering set of paragraphs from any other number than 1

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 21, 2025

15. Salesforce: sync subtotal from PandaDoc to opportunity

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 17, 2025

16. Salesforce - Opportunity Product update in Draft status

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 17, 2025

17. API - 1 email to on different roles

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 16, 2025

18. Add Option to Automatically Include Currency Symbols in Custom Columns When Pulled from HubSpot Fields Without Currency Formatting

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Jan 16, 2025

19. pass tokens HubSpot to PD forms

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Grace Ann Bacolod supported this idea  ·  Jan 12, 2025

20. Spellchecker: Spell Check in App like Grammarly

    300 votes

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    35 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.

    Grace Ann Bacolod supported this idea  ·  Jan 11, 2025