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576 results found

  1. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]

    25 votes

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

  2. Smart Form editor: place fields side by side instead of a list format

    2 votes

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

  3. Mask content: Hide Information Until Recipient's Mouse Hovers Over It

    15 votes

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

  4. Edit text formatting in template when using data merge feature

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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  · 

  5. More formatting options for pricing table cells. (see description)

    10 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 Specialist, 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
    Savannah Faulkner commented  · 

    Left and center alignment options for the QTY

  6. Pass custom product fields into pricing table on Template instead of Document using Hubspot

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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 shared this idea  · 

  7. Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent , viewed, expired and completed documents

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  8. Downloads: add recipient name to the document title

    3 votes

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

    Automatically apply a recipient's name to the document title when downloading

    Savannah Faulkner supported this idea  · 

  9. Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient

    3 votes

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

    The ability to use different account roles for each template would be good

    Savannah Faulkner shared this idea  · 

  10. Select a template automatically salesforce

    21 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Savannah Faulkner supported this idea  · 
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    Savannah Faulkner commented  · 

    We have multiple PandaDoc templates, and the correct template ID is stored in a custom field on the Quote record in Salesforce. When a user clicks our "Send with PandaDoc" button, we want PandaDoc to open directly with that specific template, without requiring the user to manually choose from the template list.

  11. UKG Integration

    3 votes

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

  12. Transfer / swap user licenses from one user to another

    36 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  13. [Bulk Action] Update Contacts via CSV

    3 votes

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

  14. Restrict folder without changing user role

    5 votes

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

  15. Remove CC recipient from Expired document

    2 votes

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

  16. Pricing Table Merge rules: More than one rule applies, option for"AND" conditional rule.

    13 votes

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    Not Planned  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  17. ChargeBee

    17 votes

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

  18. API: Sender parameter take precedent over owner parameter

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  19. Page borders

    10 votes

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

    Design options, like being able to add a colored bar to the very edges of the page

  20. QES providers approved in Switzerland

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Savannah Faulkner supported this idea  · 
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