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  1. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    170 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being Evaluated  ·  AdminYurii Losinets (Admin, 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

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    AdminTate Davis (Admin, PandaDoc) commented  · 

    User is coming from DocuSign and needs the ability to hide templates from other esign users and assign users to specific folders/templates. Says it is a privacy issue/concern for them.

  2. Page number visible in web version

    235 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminTate Davis (Admin, PandaDoc) commented  · 

    CBRE has many pages of proposals/content and would be helpful to have a page number either flash as your scrolling to know what page you are on or be able to see it.

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    AdminTate Davis (Admin, PandaDoc) commented  · 

    Automatic page numbering. At the moment, as illustrated below, we have page numbers on all of our proposal templates that we have to manually update everytime we delete/add in a new page which adds considerable time. We are not fussy about where the page numbers are positioned on the page, but we would like a feature that automatically updates as and when you delete or add a new page into the document.

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

    440 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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    AdminTate Davis (Admin, PandaDoc) commented  · 

    Would like the ability to reflect AU currency in pricing table but not show the AU$ amount that does not look natural, would like a more native format.