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  1. 14 votes

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    Savannah Faulkner supported this idea  · 
  2. 19 votes

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    Savannah Faulkner supported this idea  · 
  3. 6 votes

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    Savannah Faulkner commented  · 

    Change field background color

    Savannah Faulkner supported this idea  · 
  4. 68 votes

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    Savannah Faulkner supported this idea  · 
  5. 30 votes

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    Savannah Faulkner supported this idea  · 
  6. 132 votes

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    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.

    Savannah Faulkner supported this idea  · 
  7. 8 votes

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    Savannah Faulkner supported this idea  · 
  8. 18 votes

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    Savannah Faulkner supported this idea  · 
  9. 21 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    You can configure Stripe payments methods on Stripe side directly.

    For more information, please check the link below:

    Payment method configurations

    Savannah Faulkner supported this idea  · 
  10. 147 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Savannah Faulkner supported this idea  · 
  11. 34 votes

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    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:

    CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

    Savannah Faulkner supported this idea  · 
  12. 3 votes

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    Savannah Faulkner supported this idea  · 
  13. 32 votes

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    Savannah Faulkner shared this idea  · 
  14. 18 votes

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    Savannah Faulkner supported this idea  · 
  15. 52 votes

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    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  · 
  16. 21 votes

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    Savannah Faulkner supported this idea  · 
  17. 80 votes

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  18. 13 votes

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  19. 5 votes

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    Savannah Faulkner commented  · 

    When using the automation "Sending another document when PandaDoc document status changes" the second document will be sent to different recipients than the first document

    Savannah Faulkner shared this idea  · 
  20. 26 votes

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    Savannah Faulkner supported this idea  ·