Settings and activity

4 results found

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

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   442 votes

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   69 comments  ·  Ideas to Improve PandaDoc » 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
   • Formulas
   • Rules
   • Lookup Tables

   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.

   N/A supported this idea  ·  Apr 20, 2022

2. Ability to limit account users from creating tags.

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

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   134 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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.

4. Set Variable formatting passed from CRM (commas in variables)

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   128 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.