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28 results found

  1. Pricing table: separate design option for total sections (adjust design for totals individually)

    55 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  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. Here are the instructions:

    1. Hide the total section and add text block below the pricing table. 
    2. Use Pricing table total variable or any other that you'd need to adjust. 
    3. Change format as needed via Text design. 

    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.

    Nani Ancheta supported this idea  · 

  2. Min/max numbers for text field validation (Numbers only)

    10 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Nani Ancheta commented  · 

    adding a required amount of numbers entered to create a more effective way of collecting data especially for payment

  3. Ability unhide / reveal hidden pricing table columns after document completion.

    21 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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!

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    Nani Ancheta commented  · 

    ability to unhide columns to see the actual price of products before the markup.

  4. Different Header/Footers for Each Page

    143 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Nani Ancheta supported this idea  · 

  5. prevent users from accessing specific folders in catalog

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Nani Ancheta shared this idea  · 

  6. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    85 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Nani Ancheta supported this idea  · 

  7. Default size and font for a field

    51 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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
    Nani Ancheta commented  · 

    automatically set the size of the boxes (i.e initials, signature, and date) across each document - a way I can click it without having to resize it every time

  8. Variable Calculations: Basic Mathematical Operations

    56 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Nani Ancheta commented  · 

    MATEMATICALS OPERATIONS WITH VARIABLES IN PANDADOC?

  9. Pass images from CRMs to documents using tokens/variables

    63 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  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:

    - You can use Conditional Content to pass images as variables. Please see more here.

    - Passing images is also available via Pricing table or Quote Builder. Check this link for more info.

    If you need help with the set up, please feel free to reach out to our Support team for assistance! 

    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.

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    Nani Ancheta commented  · 

    I am wanting to store an image in Dynamics in a field in an Opportunity entity. Am I able to use a token or a custom variable to pull this image into a PandaDoc?

    I am wanting to swap an image out depending on the value in a field.

  10. Disable Instruction boxes (Start, Next, Finish) when the recipient receives the document during signing in.

    6 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Nani Ancheta commented  · 

    disable pop up for optional or required for text field in a table

  11. Basic Standard/Default Fillable fields: Name, Address, Phone, etc.

    24 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Nani Ancheta commented  · 

    name field instead of textfield

  12. The ability to change the statuses of the document to any possible status manually.

    28 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Nani Ancheta commented  · 

    change document status from approved to completed

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

    440 votes

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    68 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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

    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.

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    Nani Ancheta commented  · 

    add US when using the USD and $ in pricing table

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    Nani Ancheta commented  · 

    hide currency in pricing table

  14. Complete a conditional field (as a Signature), before being able to download an attachment

    2 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Nani Ancheta commented  · 

    to be able to download attachment from completed doc

  15. Customize signature certificate design

    53 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Nani Ancheta commented  · 

    add photo in the signature certificate

  16. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    145 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Nani Ancheta commented  · 

    ability to collect partial payment and collect the remaining on the same document

  17. Set Variable formatting passed from CRM (commas in variables)

    123 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

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    Nani Ancheta commented  · 

    edit Date format of a Hubspot date variable

  18. Automated tools within PandaDoc that eliminate text copying to Notepad for fixing common formatting issues.

    192 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

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    Nani Ancheta commented  · 

    expand limitations in PandaDoc for Word

  19. Import complex MS Word features such as SmartArt, shapes, comments, and notes to maintain the integrity of the original documents.

    192 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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!

  20. Correct issues with the improper paragraph and line spacing after MS Word documents have been imported into PandaDoc.

    193 votes

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

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