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27 results found

  1. Edit / customize text in all email notifications including Completion or Signed Email Message

    253 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Vince Bertucci supported this idea  · 

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

    446 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava 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:

    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.

    Vince Bertucci supported this idea  · 

  3. CPQ calculations: Excel Formulas.

    673 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Vince Bertucci supported this idea  · 

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

    136 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Vince Bertucci supported this idea  · 

  5. Table of Contents Wrapping Text Wrap Text

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Vince Bertucci supported this idea  · 

  6. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    95 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Vince Bertucci supported this idea  · 

  7. ability to add multiple choice option to sections, so that recipient could choose between sections

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminAnastasia Koshko (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:

    • https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options


    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.

    Vince Bertucci supported this idea  · 
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    Vince Bertucci commented  · 

    It would be great if you could select all the products under one section when sending out a quote. So you don't have to create multiple opportunities or quotes. Currently you can only select all the products under a section you cannot just select a section.

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