Settings and activity

38 results found

1. Automate Reporting

   9 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Michael Sproles supported this idea  ·  Mar 28, 2022

2. See the Document Record for all workspaces in Salesforce

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Michael Sproles shared this idea  ·  Mar 28, 2022

3. Validation on 'Create Document' button on Salesforce

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Michael Sproles supported this idea  ·  Mar 28, 2022

4. Search cross workspaces for documents

   23 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Michael Sproles supported this idea  ·  Mar 28, 2022

5. More connection between workspaces: Design options, themes, settings shared between workspaces

   49 votes

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   On Roadmap  ·  9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Michael Sproles supported this idea  ·  Mar 28, 2022

6. Switch Workspaces in Salesforce

   34 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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7. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

   36 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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8. Set Variable formatting passed from CRM (commas in variables)

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   126 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   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.

   Michael Sproles supported this idea  ·  Mar 28, 2022

9. Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)

   16 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. Salesforce, link PandaDocs to a custom Salesforce object

    28 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Michael Sproles supported this idea  ·  Nov 9, 2021

11. Pricing Table - set up Default Tax: Tax calculations

    50 votes

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    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature for the pricing table, users with Admin/Manager roles can pre-set the tax in the Quote builder.

    For more information, please click the link below!

    Add and set up quote builder

    Michael Sproles supported this idea  ·  May 25, 2021

12. Dropdown in the pricing table

    46 votes

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    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Michael Sproles supported this idea  ·  May 25, 2021

13. Add option to have Discount and Tax items in the footer display the total of each from the line items

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Michael Sproles shared this idea  ·  May 25, 2021

14. The option to display the total in the pricing table excluding tax/discounts/fees

    134 votes

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    16 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Michael Sproles supported this idea  ·  May 25, 2021

15. ev2 pricing tables- open entry text field for signers in pricing tables.

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Michael Sproles supported this idea  ·  May 20, 2021

16. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

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    441 votes

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    68 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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:

    - Currency formatting

    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.

    Michael Sproles supported this idea  ·  Feb 23, 2021

17. Merge vertical cells in Pricing table

    57 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Michael Sproles supported this idea  ·  Feb 22, 2021

18. Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Michael Sproles shared this idea  ·  Feb 5, 2021