Settings and activity
30 results found
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2 votes
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Will Stratton
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2 votesWill Stratton
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4 votesWill Stratton
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5 votesWill Stratton
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285 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
Will Stratton
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2 votes
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2 votes
Hi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, just reply to this email!
An error occurred while saving the comment Will Stratton
commented
Hello there, What is the new subtotal variables in the quote builder supposed to subtotal? Currently it gives the same number as the total
Will Stratton
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182 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
An error occurred while saving the comment Will Stratton
commented
It is frustrating how the custom permissions are *almost* there. I think its counter intuitive to not be able to designate templates for sales rep staff. Building templates requires a lot of detail and thought that we already put into the templates, I do not need a sales rep to rethink what we already thought out.
Will Stratton
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28 votes
An error occurred while saving the comment Will Stratton
commented
The quote builder is far superior to the pricing table on the front end but yet far inferior to it on the backend. Having the similar connections in the quote builder similar to the Pricing table is key for us!
Will Stratton
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12 votes
An error occurred while saving the comment Will Stratton
commented
The quote builder has no way to show the total pretax for line item taxing, I am shocked that this is not already apart of the quote builder! There are four or five ways to show the totals with tax but not on to show without.
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37 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!Will Stratton
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33 votes
An error occurred while saving the comment Will Stratton
commented
There needs to be a way to organize these forms, it gets confusing pretty quickly!
Will Stratton
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5 votes
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46 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:
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.
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35 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!
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2 votesWill Stratton
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6 votesWill Stratton
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227 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:
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.
Will Stratton
supported this idea
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131 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:
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 Will Stratton
commented
I believe this to be one of the more essential quality of life improvement when it comes to Pandadocs. We generally will use five to ten pricing tables per proposal and the balance of making the proposal easy to read both internally and externally could be solved with a summary table.
Will Stratton
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3 votesWill Stratton
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Hello PD team,
I wish we had the ability to rename Quote Builders (instead of the default Quote 1, Quote 2)
Our teams proposals generally can have 8-50+ quote builders on it, and Quote 1, 2, etc. is not helpful at all. The solution would be to give the ability to rename the quote builder just like you can rename the pricing table.