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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6884 results found

  1. Ability to name each quote in a document and rename variables for each quote

    Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. Move automation for Customers and Creators

    Move to Folder xy when document was created by xy
    Move to folder xy when „Berater“ or „Customer“ is xy
    Our salesman do their document themselves so it would be nice to sort them in folders regarding their name.
    Also customer folders would be nice i always do this manually.
    Thanks!

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    0 comments  ·  Automations  ·  Admin →
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  3. Field with currency sumbol

    Special field that will have $ sign predefined.

    Example: you are adding a blank field, put 23 there and it automatically states $23.

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Growth: Pause subscription

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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