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73 results found

  1. be able to preset pricing table in a template and update certain values like qty in API document creation

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) shared this idea  · 

  2. Text formatting for catalog

    18 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  3. Use Ticket object to create docs from Hubspot

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  4. [HubSpot] Import from CRM: add new products to the pricing table after document creation

    27 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  5. HubSpot refresh pricing table

    20 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  6. API & Webhooks for Advanced Quotes

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  7. EV2. Ability to have stripe add payments to existing customers instead of creating new customer

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 
    AdminMike Turke (Admin, PandaDoc) shared this idea  · 

  8. Use custom variables/fields in forms

    57 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Being evaluated  ·  AdminChristopher Ragland (Community Forums Manager, 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!

    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  9. End users can not re-start a form if there’s an existing open document for that form.

    32 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  10. Removing fields when a role is removed or unassigned / remove fields in bulk

    11 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  11. ability to save smart content/smart content rules

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) shared this idea  · 

  12. Lever

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  13. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

    41 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  14. Content Library sorting

    33 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) commented  · 

    date modified would be very helpful for sorting library with large amount of items

    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  15. Hide names of assigned roles in Forms

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  16. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    218 votes

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    In development  ·  32 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  17. [Bulk actions] Ability multiselect for blocks and fields (to copy-paste, assign, delete, etc.)

    267 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Early access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available!

    You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be moved, assigned or deleted all at once.

    Learn more about this functionality here.

    Mass actions are available to everybody for Fillable Fields, and a similar functionality is being rolled out for Content Blocks. Mass actions for Content Blocks should be available to all really soon. Stay tuned!

    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  18. Pricing Table calculations: Excel Formulas.

    539 votes

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    55 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – that 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

    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  19. Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table

    19 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    AdminMike Turke (Admin, PandaDoc) supported this idea  · 

  20. Having separate repository and folders within Image Library

    165 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not planned  ·  AdminMolly Abrams (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!

    AdminMike Turke (Admin, PandaDoc) supported this idea  · 
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