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33 results found

  1. 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

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

    9 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Nani Ancheta commented  · 

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

  3. Different Header/Footers for Each Page

    84 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Nani Ancheta supported this idea  · 

  4. prevent users from accessing specific folders in catalog

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Nani Ancheta shared this idea  · 

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

    60 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Nani Ancheta supported this idea  · 

  6. Default size and font for a field

    31 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    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

  7. Pull values from Google sheet rows to PandaDoc: possibility to create documents using info from Google sheets [Workaround in comments]

    7 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Nani Ancheta commented  · 

    upload GOOGLE sheet to pricing table

  8. Salesforce true 2 way sync

    90 votes

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    Idea  ·  20 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Nani Ancheta commented  · 

    put the variable field name in this merge field, can I send data back to SFDC to update once customer completes

  9. Automatically organize documents to folders: create trigger to move completed docs to specific folder

    74 votes

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    Beta  ·  11 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Nani Ancheta commented  · 

    a way to make all documents of a template go to the same document folder

  10. Variables contain formulas: variable calculations

    92 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Nani Ancheta commented  · 

    MATEMATICALS OPERATIONS WITH VARIABLES IN PANDADOC?

  11. Pass images - logos from CRM (e.g. Hubspot) to document using tokens/variables

    18 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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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.

  12. Disable Instruction boxes when the recipient receives the document during signing in.

    4 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

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

    9 votes

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

    name field instead of textfield

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

    23 votes

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

    change document status from approved to completed

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

    325 votes

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    Idea  ·  50 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Nani Ancheta commented  · 

    add US when using the USD and $ in pricing table

  16. 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

  17. Option to hide currency sign in the pricing table column

    31 votes

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    8 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Nani Ancheta commented  · 

    hide currency in pricing table

  18. Partial Payment Status

    27 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Nani Ancheta commented  · 

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

  19. Multiple recipients to one signing order (groups in signing order).

    23 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Nani Ancheta commented  · 

    2 signers will receive the document at the same time in signing order.

  20. Edit contact email address in recipient list in draft document

    10 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Nani Ancheta commented  · 

    to be able to edit the signers/ recipient info on a document level

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