Settings and activity
14 results found
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1 vote
Zach Snyder
shared this idea
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10 votes
An error occurred while saving the comment Zach Snyder
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4 votesZach Snyder
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39 votes
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 video:Zach Snyder
supported this idea
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171 votes
The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
Zach Snyder
supported this idea
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84 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:
If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.
An error occurred while saving the comment Zach Snyder
commented
I have set up fields in my CRM to auto-calculate pricing for each line item, and it would be great if those variables could transfer automatically in the corresponding pricing table price column!
Zach Snyder
supported this idea
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124 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!Zach Snyder
supported this idea
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225 votes
Hi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas
Zach Snyder
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2 votesZach Snyder
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235 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Zach Snyder
supported this idea
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24 votes
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28 votes
An error occurred while saving the comment Zach Snyder
commented
please add this! Seems silly to have to have an extra click when there could just be a search box on the dash. thanks!
Zach Snyder
supported this idea
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3 votesZach Snyder
supported this idea
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An error occurred while saving the comment Zach Snyder
commented
You should make it so that as a user, I can change a contact's information while managing the recipients in a document. For example, I have a contact that is now employed at a different school, and I know she is in PandaDoc, because I've sent her documents before. What I wanted to do was add her as a recipient, and then change her email address, but I could not do that. I had to get out of the document I was on, go to contacts, find her, edit her, and go back to the doc and add her now that the info was updated. Would have been easier and faster to be able to edit her info while I was in the doc itself, so I didn't have to change "modules" or whatever you call documents, templates, contacts, etc.
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56 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
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.
An error occurred while saving the comment Zach Snyder
commented
You should be able to create custom variables that are based on other variables. For example, you should be able to make Variable C [[Variable A]+[Variable B]], or have the ability to add formulas to the table cells, similarly to Excel. It seems like there is some sort of this functionality with the system variable [Document.Value], but you cannot create your own variable that adds multiple pricing table totals together in one variable.
Zach Snyder
supported this idea
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I really like this idea! We have many optional add-on services, and clients don't always remember what they are. I don't want to put hyperlinks out of the document for each add-on, so I have a feature sheet attached to the document, but it makes the document way too long, and the file size too large for email sometimes.
Having an "i" button or similar to click or hover on to get more info on that product would be the best solution, so clients can see exactly what that product/add-on is, make a choice, and not have to leave the doc.