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18 results found

  1. Populate Document Expiration Date Variable before sending

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gibbon Group Rugs supported this idea  · 

  2. Variables contain formulas: variable calculations

    94 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gibbon Group Rugs supported this idea  · 

  3. Document sent variable that auto-populates

    31 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  4. Have separate Unsubscribe from notifications and Decline options under PandaDoc notification message

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Gibbon Group Rugs commented  · 

    This would be extremely beneficial to implement, as I believe part of the reason we are experiencing a higher percentage of emails being flagged as junk, is due to the fact that we don't have this option for customers.

    Gibbon Group Rugs supported this idea  · 

  5. Ability to turn off specific notification emails sent to recipients.

    67 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Gibbon Group Rugs commented  · 

    Having an unsubscribe or opt out link from notifications for the customer would be extremely beneficial, as I believe not having this increases the chance of emails going to the customers junk mail.

    Gibbon Group Rugs supported this idea  · 

  6. Smart content (conditional logic) - quicker response time

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Gibbon Group Rugs shared this idea  · 

  7. Edit / customize text in all email notifications including Completion or Signed Email Message

    118 votes

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    Idea  ·  16 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Gibbon Group Rugs commented  · 

    This would be a critical time saver for us - almost every single client who signs asks the question of what happens next. It is very time consuming having to explain the next steps over and over again.

    Gibbon Group Rugs supported this idea  · 

  8. Saving the order of the items when syncing the pricing table from a HubSpot / Pipedrive (CRM) Deal

    10 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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  9. Quantity total in a pricing table

    6 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Gibbon Group Rugs commented  · 

    This would make things so much easier for us - we often have line items with quantities over 1 and would like this to be totaled at the bottom of the pricing table section.

    Gibbon Group Rugs supported this idea  · 

  10. Sequence number visible in Pipedrive integration document list

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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  11. Conditional Logic set up in Pricing tables

    150 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Gibbon Group Rugs supported this idea  · 

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

    327 votes

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    Idea  ·  50 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Gibbon Group Rugs supported this idea  · 

  13. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    592 votes

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    Idea  ·  54 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  14. Ability to change the date format for variables

    337 votes

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    On roadmap  ·  26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  15. Edit the Completed document with saving the signature

    117 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gibbon Group Rugs supported this idea  · 

  16. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    291 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  17. Pricing Table calculations: Excel Formulas.

    434 votes

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    Idea  ·  37 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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  18. Reminder customization: Customize the text in reminder message

    235 votes

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    Idea  ·  23 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Gibbon Group Rugs supported this idea  ·