Settings and activity

4 results found

1. Update role variables

   27 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Marc-André Léveillé supported this idea  ·  September 22, 2022

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

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   423 votes

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

   Hi,

   Good news: we have already started working on that feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.

   Marc-André Léveillé supported this idea  ·  February 10, 2022

3. Categorize / Group PandaDoc contacts

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   25 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Marc-André Léveillé supported this idea  ·  February 09, 2022
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   Marc-André Léveillé commented  ·  February 09, 2022  ·  Edit…  ·  Delete…

   Add a new «Company» entity so we can group user by company and don't have to replicate company info for each user of that company.

   Also have the ability to see offer for that company.

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4. Add an email signature, text formatting, and/or images (logos) to Saved Messages

   67 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

   
   

   Marc-André Léveillé supported this idea  ·  February 09, 2022