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7 results found

  1. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    97 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Shannon Morgan commented  · 

    Ability to change the the way recipients are directed to fill out their assigned fields

  2. Set client's default email subject (automatic subject)

    97 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Unfortunately 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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    Shannon Morgan commented  · 

    Ability to pre-set a subject line and custom message at the template level.

  3. Conditional discount (amount)

    66 votes

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    10 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Shannon Morgan commented  · 

    Offer a conditional discount based on time- For instance, if the customer approves within the first 7 days after receiving the quote, they'll get 10% off, but if after the 7 days pass, the 10% discount option is removed.

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

    439 votes

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    68 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Currency formatting

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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    Shannon Morgan commented  · 

    Option to display prices like this 10,00€ instead of €10,00

  5. Create documents through Pipedirve on the PD mobile app.

    10 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Shannon Morgan commented  · 

    Create Editor 2.0 documents through Pipedirve on the PandaDoc mobile app.

  6. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    145 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Shannon Morgan commented  · 

    Ability to change a document status to "partially-paid" in cases where a recipeint has only paid for a portion of payment.

    Shannon Morgan shared this idea  · 

  7. Payment required to complete the document

    60 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Shannon Morgan commented  · 

    Make it so that payment is required before the document can be completed.