Skip to content
← Have an idea? Share it!

Settings and activity

8 results found

  1. Salesforce true 2 way sync

    118 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  23 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tate Davis commented  · 

    Enable one-source of truth in Salesforce

  2. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tate Davis shared this idea  · 

  3. Export Contacts List

    66 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tate Davis supported this idea  · 

  4. Custom roles for different sales teams and users

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tate Davis shared this idea  · 

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

    363 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    61 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tate Davis commented  · 

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount. Choose the number of decimals shown to the viewer.

    Tate Davis shared this idea  · 

  6. Redirect recipient to a custom URL upon completion

    305 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  39 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tate Davis commented  · 

    Redirect URL after document is finalized ( set per template or document via API )

  7. Significantly speed up document loading speed, decrease clunky processing times

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tate Davis commented  · 

    The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.

    Tate Davis shared this idea  · 

  8. Pricing Table calculations: Excel Formulas.

    496 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  48 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tate Davis commented  · 

    Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    Tate Davis shared this idea  ·