Settings and activity
17 results found
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10 votes
An error occurred while saving the comment -
33 votes
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37 votes
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. There is a workaround available. You can drag and drop content blocks next to each other and it will appear as a multi-column block layout (see attached image).
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!
An error occurred while saving the comment Emily Cozzens commented
Ability to input a table inside of a text block
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289 votes
Hi there! 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! -
2 votes
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56 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that it is on our roadmap and should be available in one of our upcoming releases.We will be communicating it through our product newsletter, via an alert inside PandaDoc. and here in our idea portal.
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15 votes
An error occurred while saving the comment Ability for admins to create "tool tips" in templates to guide users through editing complex documents.
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39 votes
Hi there! 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!An error occurred while saving the comment Ability for recipients to lightly manipulate tables (i.e. adding/removing rows)
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16 votes
An error occurred while saving the comment 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.
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26 votes
An error occurred while saving the comment Ability to consolidate the data from all workspace dashboards into one master dashboard.
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133 votes
Hi,
Thank you for taking the time to leave your request. Great news! Most of the PandaDoc for Salesforce functionalities you asked for here have already been released or are in the roadmap.
Learn more about these recently released functionalities by clicking on the links below:
- Update Salesforce opportunity products whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
We have more planned for the coming quarters so stay tuned!
An error occurred while saving the comment Ability to use 2 way sync for products in SFDC lightning
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71 votes
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!
An error occurred while saving the comment Easier way to sync PD catalog with other tools to keep tools synced
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15 votes
An error occurred while saving the comment Ability to include custom fields and their values in global catalog search
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103 votes
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. We are evaluating a native Quickbooks + Quickbooks pay integration. However, those items are not scoped yet. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.
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45 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc. -
97 votes
Hello,
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!
An error occurred while saving the comment make subtotal calculate sans-discount/fee/tax, and make the regular total include discounts/fees/taxes.
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21 votes
Ability to match the order of line items shown in CRM when mapping products into PandaDoc.