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13 results found

  1. Log in via 2FA (Two Factor Authentication) / MFA

    171 votes

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    Idea  ·  27 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Vera Andreeva supported this idea  · 

  2. Variables contain formulas: variable calculations

    92 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Vera Andreeva supported this idea  · 

  3. Datacenter / storage in EU

    38 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Vera Andreeva supported this idea  · 

  4. Email validation

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Vera Andreeva supported this idea  · 

  5. Forms info transfer into a contract: Update a contact with form responses

    5 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Vera Andreeva commented  · 

    Forms info transfer into a contract
    Looking for data to pull into the Form (such as automated variables to match in contract)

  6. Pricing Table calculations: Excel Formulas.

    430 votes

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    Idea  ·  37 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Vera Andreeva supported this idea  · 

  7. [Approvals]: Make approvers user based

    54 votes

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    Idea  ·  16 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Vera Andreeva commented  · 

    approver workflow set based on user/not template for Trainees to send all their quotes to management before sending to recipients

  8. Expiration Date via API

    17 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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  9. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    52 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  10. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    27 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Vera Andreeva supported this idea  · 

  11. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    40 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  12. [Pricing Table] display Subtotal without Line Item taxes/discounts

    68 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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  13. Adding the recipient twice in the signing order.

    16 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Vera Andreeva commented  · 

    need to be able to put one and the same email to the signing order twice. This feature is most important. The President needs to review/approve and sign out a field with initials prior to final signature.