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8 results found

  1. Keep document status & filled in fields when copying a document to another workspace [workaround in comments]

    23 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminCorey Purves (Admin, PandaDoc) supported this idea  · 

  2. Payment reminders

    83 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminCorey Purves (Admin, PandaDoc) supported this idea  · 

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

    318 votes

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    Idea  ·  50 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    AdminCorey Purves (Admin, PandaDoc) supported this idea  · 

  4. Native Xero integration for EV2

    108 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    AdminCorey Purves (Admin, PandaDoc) supported this idea  · 

  5. Document background image in Ev2

    52 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminCorey Purves (Admin, PandaDoc) supported this idea  · 

  6. Ability to change the date format for variables

    311 votes

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    On roadmap  ·  22 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminCorey Purves (Admin, PandaDoc) supported this idea  · 

  7. Recipient: Signature field options

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminCorey Purves (Admin, PandaDoc) commented  · 

    Option to choose which signature type is allowed for each signature field on the document like in EV1.

  8. Send the document automatically after approval

    30 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    AdminCorey Purves (Admin, PandaDoc) commented  · 

    Send the proposal automatically after it's approved in approval workflow.