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14 results found

  1. Images passed from Salesforce to pricing tables

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 

  2. choose specific time of day for document expiration

    109 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 

  3. verify and change name for the signatory, if misspelled. (on a sent document)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminVera Andreeva (Admin, PandaDoc) shared this idea  · 

  4. Variables contain formulas: Excel formulas

    83 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 

  5. Email validation

    9 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 

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

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminVera Andreeva (Admin, PandaDoc) commented  · 

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

  7. Pricing Table calculations: Excel Formulas.

    663 votes

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    67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 

  8. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    67 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminVera Andreeva (Admin, PandaDoc) commented  · 

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

  9. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    78 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 

  10. Expiration Date via API

    42 votes

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    3 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 

  11. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    101 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 

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

    64 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 

  13. [Pricing Table] display Subtotal without Line Item taxes/discounts

    127 votes

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    14 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    58 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminVera Andreeva (Admin, PandaDoc) 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.