Settings and activity
33 results found
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15 votes
An error occurred while saving the comment 
Will Stratton
supported this idea
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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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2 votes
An error occurred while saving the comment Will Stratton
commented
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.
Will Stratton
supported this idea
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6 votesWill Stratton
supported this idea
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6 votesWill Stratton
supported this idea
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5 votesWill Stratton
supported this idea
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298 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
supported this idea
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3 votes
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2 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Quote builder block. Working with product bundles
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
supported this idea
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192 votes
We wanted to share an update regarding this 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.
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
supported this idea
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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
supported this idea
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38 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
supported this idea
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6 votes
Lindsey Schocke responded
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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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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!
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2 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Sending another document when PandaDoc document status changes
Will Stratton
shared this idea
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6 votesWill Stratton
shared this idea
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91 votes
Hi,
Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.
Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.
This automation is available for Business and Enterprise plans.
Learn how to setup this automation here.
Will Stratton
supported this idea
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444 votes
Great news – redirect after completion is now available for all business and enterprise customers 🎉
With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.
We'd love your feedback!
Igor, Product Team
Will Stratton
supported this idea
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228 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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133 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
supported this idea
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I do not understand how anyone would argue that the current subtotal fields in the Quote Builder are satisfactory. Taxes baked into the subtotal makes it by definition not a subtotal.