Settings and activity

5 results found

1. Ability to set up multiple choice within the pricing table via API.

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Create a Document from Template

   Manuele Califfo shared this idea  ·  Apr 24, 2024

2. [Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato

   28 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →

3. Dropdown in the pricing table

   46 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, 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:

   • Formulas
   • Rules
   • Lookup Tables

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

4. Ability to change the date format for variables

   416 votes

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   38 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Maria Fomenko responded

   I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!  

5. SEPA Direct Debit

   23 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →