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49 results found

  1. Auto-update templates/CLIs if the item is updated in Catalog

    103 votes

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    23 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there, thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We're excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.

    Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.

    AdminPeter Miller (Admin, PandaDoc) supported this idea  · 

  2. Add AND conditional approval statements

    34 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminPeter Miller (Admin, PandaDoc) commented  · 

    We need the option for AND in conditional approvals not just OR.

    Ie. The doc value is greater than $20K AND less than $100K

  3. Recurring monthly payments in Pricing table: set recurring payments in payment gateways

    59 votes

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    Released  ·  12 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
    AdminPeter Miller (Admin, PandaDoc) supported this idea  · 

  4. Volume-based Pricing (formerly Tiered pricing)

    111 votes

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    13 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature “Volume based pricing” has been released. Please see this link for more information: Volume based pricing.

    Have a wonderful day!

    AdminPeter Miller (Admin, PandaDoc) supported this idea  · 

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

    451 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    Solution Exists  ·  Valeryia Baranava 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:

    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.

    AdminPeter Miller (Admin, PandaDoc) supported this idea  · 

  6. Checkboxes field as Radio Buttons

    289 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    AdminPeter Miller (Admin, PandaDoc) supported this idea  · 

  7. Native PandaDoc Redlining

    159 votes

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    11 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
    AdminPeter Miller (Admin, PandaDoc) supported this idea  · 

  8. Tiered numbering option for Editor 2.0

    43 votes

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    Released  ·  8 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    An error occurred while saving the comment
    AdminPeter Miller (Admin, PandaDoc) commented  · 

    Easier way to edit number sequence like Word has - even if the sequence is in multiple blocks.

  9. Templates are updated once the Content library item is updated as well

    169 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to auto-update your Templates has been released. Please see this link for more information.

    For more insights about Conditional Smart Content for Senders, refer to this article.

    Thank you for sharing your feedback, stay tuned for other updates!

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