Settings and activity
4 results found
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Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
223 votesWe wanted to share an update regarding the 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.
An error occurred while saving the comment 
Adam Haining
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11 votesAdam Haining
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451 votes
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:
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
Adam Haining
supported this idea
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An error occurred while saving the comment Adam Haining
commented
it's stupid that if a currency is set, you can't change it to none.
The issue is that once in displays a currency it make that column take up too much space int he pricing table.Compounded by the fact that the description can only span 1 column, so with a few wide columns for qty, unit, price, discount - your page ends up very long if you have decent product/service descriptions.
Hence the other issue that needs fixing - allow the description to span full width of the table.
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6 votes
An error occurred while saving the comment Adam Haining
commented
We wish they kept Quote roller going - some features/functions were better.
The pricing table was easier to use - easier to select optional line and discounts.I preferred the sections, as apposed to the continuous page.
Is it possible to have a "jump" menu or index?
Adam Haining
supported this idea
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Be able to use tokens to put customers names and other details into the e-mail template for when you send out documents/proposals. Currently looks too much like a spam e-mail, personalisation brings credibility and acceptance.