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14 results found

  1. Saving the order of the items when syncing the pricing table from a HubSpot / Pipedrive (CRM) Deal

    10 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Emily Cozzens commented  · 

    Ability to match the order of line items shown in CRM when mapping products into PandaDoc.

  2. Place content blocks/Images inside of another Content block

    101 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Emily Cozzens commented  · 

    Ability to input a table inside of a text block

  3. Reminder customization: Customize the text in reminder message

    360 votes

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    35 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    Emily Cozzens supported this idea  · 

  4. [Mobile app: documents] add filter/sort documents by status, etc.

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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  5. Send documents with unassigned fields: No need to assign fields

    64 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!

    Emily Cozzens supported this idea  · 

  6. Instructional Bubbles to Guide Recipients

    20 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Emily Cozzens commented  · 

    Ability for admins to create "tool tips" in templates to guide users through editing complex documents.

  7. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

    48 votes

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    17 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Emily Cozzens commented  · 

    Ability for recipients to lightly manipulate tables (i.e. adding/removing rows)

  8. Document Responsiveness on Mobile

    23 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Emily Cozzens commented  · 

    Client needs the ability for documents viewed on mobile devices to reflow their text responsively so they are easy to read like a webpage, rather than needing to zoom in and out.

  9. Quickbooks Desktop

    80 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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!

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    Emily Cozzens commented  · 

    Easier way to sync PD catalog with other tools to keep tools synced

  10. Customize doc/temp/catalog list view columns

    17 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Emily Cozzens commented  · 

    Ability to include custom fields and their values in global catalog search

    Emily Cozzens shared this idea  · 

  11. Field data mapped into Pipedrive

    11 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Emily Cozzens commented  · 

    Ability to map PD document value to Pipedrive deal value

  12. Quickbooks ACH

    125 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    Emily Cozzens supported this idea  · 

  13. The option to display the total in the pricing table excluding tax/discounts/fees

    135 votes

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    16 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Emily Cozzens commented  · 

    make subtotal calculate sans-discount/fee/tax, and make the regular total include discounts/fees/taxes.

  14. Salesforce, link PandaDocs to a custom Salesforce object

    29 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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