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9 results found

  1. SMS: Notification

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Jesse Wisley commented  · 

    Yes, need this! I don't get emails even though i have notifications on.

    Jesse Wisley supported this idea  · 

  2. Option to change payment reminder wording

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Jesse Wisley shared this idea  · 

  3. Option to change payment pop-up wording

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Jesse Wisley shared this idea  · 

  4. Quickbooks ACH

    133 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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.

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    Jesse Wisley commented  · 

    Please add this option. It's very deceiving to say you will allow them to pay by Quickbooks but then do not give the option to pay by ACH through Quickbooks.

  5. Payment notification box

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Jesse Wisley commented  · 

    Using payments, I'm wanting to change the message that pops up when someone opens the proposal.

  6. customize payment gateway payment page

    31 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    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!

    Jesse Wisley supported this idea  · 

  7. Selective Notification Options For Different Documents (Disable completed document notifications on specific documents)

    58 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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.

  8. Option for recipient to Approve or Decline the document from the email they receive

    11 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Jesse Wisley commented  · 

    Give the recipient an option to decline a proposal after viewing.

    Jesse Wisley supported this idea  · 

  9. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    355 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jesse Wisley supported this idea  ·