Settings and activity

75 results found

1. SSO Groups

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Feb 6, 2025

2. Ability to apply Design theme to the blocks where the text was changed manually

   6 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Oct 24, 2024

3. "Created by me" search in templates

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminSarah Rotunda (Admin, PandaDoc) shared this idea  ·  Sep 27, 2024

4. drag and drop series of checkboxes

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Sep 27, 2024

5. Drag & drop Variables

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Sep 27, 2024

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

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   442 votes

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   68 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  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
   • Formulas
   • Rules
   • Lookup Tables

   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.

   An error occurred while saving the comment
   AdminSarah Rotunda (Admin, PandaDoc) commented  ·  Sep 27, 2024  ·  Edit…  ·  Delete…

   It would be nice to have the formatting in the Pricing table properties instead of only at the top in the Doc value area

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   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Sep 27, 2024

7. Set currency based on pricing table currency

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Sep 27, 2024

8. Move Pricing Table Properties to the Pricing Table Theme Settings

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Sep 27, 2024

9. page number variables ev2

   7 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Sep 27, 2024

10. background color shape

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Sep 12, 2024

11. Subtotal for multi-selected pricing table blocks across a document

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Aug 1, 2024

12. Smart content to work with attachments

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Jan 5, 2024

13. Automatic reformat for landscape vs portrait view

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminSarah Rotunda (Admin, PandaDoc) shared this idea  ·  Nov 9, 2023

14. Pre-define table and cell size

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Oct 26, 2023

15. Expand the field automatically if the table cell is expanded

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Oct 26, 2023

16. The ability to connect the discount percentage in the total section of the pricing table with line item discount.

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Oct 12, 2023

17. Subtotal *without* line item discounts total & the subtotal without discount

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    5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Oct 11, 2023

18. Dropdown in the pricing table

    46 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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:

    • Formulas
    • Rules
    • Lookup Tables

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Sep 28, 2023

19. Moving rows from one pricing table to another pricing table

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Sep 28, 2023

20. Fields move automatically with text blocks: link fields to blocks

    133 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    AdminSarah Rotunda (Admin, PandaDoc) supported this idea  ·  Sep 14, 2023