Settings and activity

83 results found

1. [Quote Builder]: profit and margin

   47 votes

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   10 comments  ·  Ideas to Improve PandaDoc » CPQ - 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. We offer this feature in scope of a broader solution, namely:

   • Workflows: Configure quote rules

   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.

   AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  Aug 30, 2023

2. Custom page sizes

   94 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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3. Allow recipient to download as .docx

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  Aug 23, 2023

4. Request for Consistent Formatting of Word Docx and Google Docx Uploads

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   13 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  Aug 18, 2023

5. Export the list of expiring soon documents

   2 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   An error occurred while saving the comment
   AdminMadelyn Gunay (Admin, PandaDoc) commented  ·  Jul 11, 2023  ·  Edit…  ·  Delete…

   I need a report that I can manage upcoming expirations.

   Save Submitting...
   AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  Jul 11, 2023

6. Ability to fax PandaDoc

   47 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  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!

   An error occurred while saving the comment
   AdminMadelyn Gunay (Admin, PandaDoc) commented  ·  May 22, 2023  ·  Edit…  ·  Delete…

   Ability to send fax online more than 20 pages

   Save Submitting...

7. Pre-filled forms

   13 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  May 18, 2023

8. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

   271 votes

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   49 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   
   

   AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  May 18, 2023
   An error occurred while saving the comment
   AdminMadelyn Gunay (Admin, PandaDoc) commented  ·  Jan 24, 2021  ·  Edit…  ·  Delete…

   Be able to send multiple documents with multiple same email address entry in one CSV file

   Save Submitting...

9. Link/unlink documents to/from Contacts and Company objects in Hubspot

   39 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  Mar 2, 2023

10. Phone validation/verification in fields (for FORMS)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    AdminMadelyn Gunay (Admin, PandaDoc) shared this idea  ·  Feb 17, 2023

11. Software (offline) version of PandaDoc

    45 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  Jan 31, 2023

12. Ability to remove the Report Spam button from emails

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  Nov 3, 2022

13. Advanced formatting for the fillable text field: text formatting in fields

    62 votes

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

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  Oct 20, 2022

14. Customize signature certificate design

    53 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  Oct 20, 2022

15. Built-in Document Translator: Option to convert the document content to another language

    59 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  Oct 12, 2022

16. hide the discount column automatically if the discount is 0%

    24 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  Sep 30, 2022

17. Dropdown of the state postal code abbreviations

    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

    
    

    AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  Sep 30, 2022

18. Pull product data from Freshsales to pricing tables

    26 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  Sep 30, 2022

19. download a template to a .docx from the template list

    3 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminMadelyn Gunay (Admin, PandaDoc) shared this idea  ·  Aug 1, 2022

20. Update role variables

    28 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  ·  Jul 28, 2022