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7 results found

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

    102 votes

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    13 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)

    99 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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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 » 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.)

    443 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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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

    147 votes

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    31 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

    64 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.