Settings and activity

17 results found

1. Issue with recipient groups when creating docs from templates

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Jay Reagan commented  ·  Oct 21, 2025  ·  Edit…  ·  Delete…

   After talking with support, this is a current PandaDoc limitation when creating templated documents via a CRM (HubSpot in our case), and it will be considered with enough community support here

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   Jay Reagan shared this idea  ·  Oct 7, 2025

2. Reduce Whitespace in Quote Builder

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Edit…  ·  Delete…  ·  Admin →
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   Jay Reagan shared this idea  ·  Oct 7, 2025

3. Auto-update pricing tables and quotes in templates if product catalog is updated manually

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   7 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

   Jay Reagan supported this idea  ·  Oct 7, 2025

4. Conditional discount (amount)

   67 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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
   • Formulas
   • Rules
   • Lookup Tables

   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.

   Jay Reagan supported this idea  ·  Oct 7, 2025

5. Quote Builder: option to use formulas

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   1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Jay Reagan commented  ·  Oct 7, 2025  ·  Edit…  ·  Delete…

   Our team currently has to use an excel sheet to calculate unit pricing before they input into PandaDoc. Would be nice if quote builder had basic unit calculations in doc so the team could just input a budget, and it would spit out the deliverable units. We have a few different unit calculations, but they are simple such as a price per thousand units.

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   Jay Reagan supported this idea  ·  Oct 7, 2025

6. Conditional formulas in Pricing Table

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Jay Reagan supported this idea  ·  Oct 7, 2025

7. Ability to customize formula in a pricing table.

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Jay Reagan supported this idea  ·  Oct 7, 2025

8. Quote builder totals variable

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Jay Reagan supported this idea  ·  Oct 7, 2025

9. Use Variables inside Quote Builder

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Jay Reagan supported this idea  ·  Oct 7, 2025

10. [Quote Builder]: Ability to edit spacing in quote builder (Design)

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    4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Jay Reagan supported this idea  ·  Oct 7, 2025

11. Table: distribute columns evenly

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Jay Reagan supported this idea  ·  Oct 7, 2025

12. Automation that will add collaborators to documents

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Jay Reagan supported this idea  ·  Oct 7, 2025

13. email notifications when an automation has issues

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Jay Reagan supported this idea  ·  Oct 7, 2025

14. Flexible Formatting in Quote Builder and UI Notifications When a Formatting Issue and Breaks CRM Sync

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Jay Reagan shared this idea  ·  Jul 29, 2025

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

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    69 comments  ·  Ideas to Improve PandaDoc » 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
    • Formulas
    • Rules
    • Lookup Tables

    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.

    Jay Reagan supported this idea  ·  Jul 29, 2025

16. CPQ calculations: Excel Formulas.

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    67 comments  ·  Ideas to Improve PandaDoc » 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
    • Formulas
    • 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.

    Jay Reagan supported this idea  ·  Jul 29, 2025

17. Spellchecker: Spell Check in App like Grammarly

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    38 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.

    Jay Reagan supported this idea  ·  May 2, 2025