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619 results found

  1. Descriptive Error Messages

    6 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Savannah Faulkner supported this idea  · 
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    Savannah Faulkner commented  · 

    Add more details for the error message when a user who does not have access to an item tries to access that item

  2. M-Pesa payment integration

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  3. Workspace details via API

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  4. View document/template audit log for the approval workflow

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Savannah Faulkner commented  · 

    View the audit log for the approval workflow: who was an earlier approver & then who changed that approver's name

    Savannah Faulkner supported this idea  · 

  5. [Pricing table] Possibility to change subtotal/total manually.

    36 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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!

    Savannah Faulkner supported this idea  · 

  6. Automatically turn on 'Enable optional item' for pricing tables and quote builder

    4 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Savannah Faulkner commented  · 

    Optional items and editable quantities are enabled by default for the pricing table/ quote builder. Would be a good setting in the workspace defaults

    Savannah Faulkner shared this idea  · 

  7. Template: Trash Bin

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  8. Add the image URL to a variable and then the image will load as the variable once the document is created from the template

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  9. Prevent users from editing the document when they are creating it via HubSpot.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  10. Quickbooks ACH

    131 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    Savannah Faulkner supported this idea  · 

  11. Xero

    142 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    Savannah Faulkner supported this idea  · 

  12. Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  13. Melio

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  14. List of Documents with Transferred Ownership: View the New Owner

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  15. Ability to move pages between two bundle document

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Savannah Faulkner commented  · 

    Reorder pages with bundled documents/ templates

    Savannah Faulkner supported this idea  · 

  16. CSS available in Editor 2.0

    62 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  17. Remove stripes from fields using conditional logic

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  18. Be able to Paste Images into Editor or add via URL

    37 votes

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    8 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!

    Savannah Faulkner supported this idea  · 

  19. Box.com integration

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  20. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    195 votes

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    23 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Savannah Faulkner supported this idea  · 
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