Settings and activity

19 results found

1. Ability to change the expiration message sent to recipients

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Audio Artisans supported this idea  ·  Mar 8, 2022

2. Ability to set custom payment amount to PandaDoc Documents

   15 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Audio Artisans supported this idea  ·  Jan 6, 2022

3. Horizontal line / separator (block) similar to MS word

   21 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

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   Audio Artisans commented  ·  Nov 8, 2021  ·  Edit…  ·  Delete…

   Just a visual divider for breaking up other content

   Save Submitting...
   Audio Artisans supported this idea  ·  Nov 8, 2021

4. Place content blocks/Images inside of another Content block

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   101 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Audio Artisans supported this idea  ·  Nov 8, 2021

5. Place Text Over Images in PandaDoc

   16 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Audio Artisans supported this idea  ·  Nov 8, 2021

6. Pricing Table - edit formatting of one cell with single click and highlight multiple cells to bulk change

   13 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Audio Artisans supported this idea  ·  Oct 18, 2021

7. Merge vertical cells in Pricing table

   57 votes

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   5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Audio Artisans supported this idea  ·  Oct 18, 2021

8. Percentage calculation

   23 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Audio Artisans supported this idea  ·  Oct 18, 2021

9. More Pricing Table Variable Options

   27 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Audio Artisans supported this idea  ·  Oct 18, 2021

10. Grand Total for 2 Different Pricing Table

    47 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

    - Quote Builder

    - Quote data fields

    - Quote rules

    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.

    
    

    If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.

    Audio Artisans supported this idea  ·  Oct 18, 2021

11. Dropdown in the pricing table

    46 votes

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    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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:

    • Formulas
    • Rules
    • Lookup Tables

    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.

    Audio Artisans supported this idea  ·  Oct 18, 2021

12. Set optional items as required in pricing table (Assign a pricing table to recipient)

    68 votes

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    9 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Audio Artisans supported this idea  ·  Oct 18, 2021

13. Add up multiple pricing tables to create a summary table

    126 votes

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    13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    In Development  ·  AdminLena Zaparozhats (Product Manager, 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:

    - Quote Builder

    - Quote data fields

    - Quote rules

    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.

    Audio Artisans supported this idea  ·  Oct 18, 2021

14. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    157 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Audio Artisans supported this idea  ·  Oct 14, 2021

15. Variable Calculations: Basic Mathematical Operations

    59 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote rules

    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
    Audio Artisans commented  ·  Oct 13, 2021  ·  Edit…  ·  Delete…

    Be able to reference other variables within a variable with mathematical logic.
    For Example: PricingTable1.Total + PricingTable2.Total = UserDefinedVariable.1
    Or 10% PricingTable3.Total = UserDefinedVariable.2

    Save Submitting...
    Audio Artisans supported this idea  ·  Oct 13, 2021

16. Flexible pricing table images: adding directly to the pricing table

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    42 votes

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    7 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    
    

    You can add images straight to Quote Builder, which is a part of our CPQ solution. Follow this link to learn more about Quote Builder.

    Audio Artisans supported this idea  ·  Oct 13, 2021

17. Reminder customization: Customize the text in reminder message

    360 votes

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    35 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    Audio Artisans supported this idea  ·  Oct 13, 2021

18. CPQ calculations: Excel Formulas.

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    669 votes

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    67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote rules
    • Formulas
    • Rules

    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.

    Audio Artisans supported this idea  ·  Oct 13, 2021

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

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    441 votes

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    68 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (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:

    • Currency formatting
    • Formulas
    • Rules
    • Lookup Tables

    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.

    Audio Artisans supported this idea  ·  Oct 13, 2021