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93 results found

  1. Signer can re-assign some fields to other people

    30 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    The possibility to transfer the fields assignments from one recipient to another.

  2. 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!

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Drop-down menu in pricing table that will affect the final price.

  3. Recipient: Signature field options

    18 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

  4. [Bulk action] Change Status of Multiple Documents at Once

    45 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Bulk Status Change.

  5. [Bulk actions] Upload multiple documents at the same time

    128 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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 has been released. Please see this link for more information: Bulk import documents to PandaDoc.

    Have a wonderful day!

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Bulk PDF upload.

  6. Ability to paste tables from Excel or Word right into the PandaDoc document

    92 votes

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

    The feature allowing to Copy Office Suite / Google Workspace / HTML tables into PandaDoc

    document is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/5303817783575-Copy-Office-Suite-Google-Workspace-HTML-tables-into-PandaDoc 

    Have a wonderful day!

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    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Upload Excel file to the document to pull the info into pricing table.

  7. Combine/Merge Templates & Documents

    99 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

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

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Option to merge templates.

  8. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    355 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    The option to continue numeration on the next page.

  9. Mapping of product from Salesforce into different pricing tables

    15 votes

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    Released  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Make different products from Salesforce pulled into different pricing tables in PandaDoc.

  10. Edit the Completed document with saving the signature

    216 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Possibility to edit fields once the document is sent and finalized from Sender's side.

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    The possibility to resend the document saving the already existing signatures.

    AdminYana Martynenko (Admin, PandaDoc) shared this idea  · 

  11. Customize pricing table header

    26 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. 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!

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Possibility to 1) restrict editing of the name column 2) allow editing and hiding the Price and Quantity columns in pricing table 3) remove pricing table header.

  12. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    559 votes

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    62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.

    Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.

    To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.

    For more information, please visit our Help Center.

    If you have any feedback or suggestions…

    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Create a field that will get the value from another field. Into my template, I have two fields of type date and I would like that the second one will be equal to the first one.

  13. [Fields] change the formatting for fields

    122 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    An error occurred while saving the comment
    AdminYana Martynenko (Admin, PandaDoc) commented  · 

    Change the color of the text in the fields.

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