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121 results found
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33 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
Moira Lavender
supported this idea
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211 votes
The status of this suggestion is currently unchanged from when the previous comment was posted.
Moira Lavender
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14 votesMoira Lavender
supported this idea
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9 votesMoira Lavender
supported this idea
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An error occurred while saving the comment -
73 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Moira Lavender
supported this idea
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57 votes
Hi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:
- Add and set up quote builder: Discounts, taxes, and fees
- Pricing table. One-time and recurring fees
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.
Moira Lavender
supported this idea
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4 votesMoira Lavender
supported this idea
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29 votesMoira Lavender
supported this idea
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31 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Moira Lavender
supported this idea
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148 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Moira Lavender
supported this idea
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An error occurred while saving the comment Moira Lavender
commented
use the "Pending Payment" status without using a payment gateway in a document.
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7 votesMoira Lavender
supported this idea
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23 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!Moira Lavender
supported this idea
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6 votesMoira Lavender
supported this idea
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3 votesMoira Lavender
supported this idea
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86 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!Moira Lavender
supported this idea
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41 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!
Moira Lavender
supported this idea
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68 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Moira Lavender
commented
Use variables like [Sender.name] in the Saved Messages
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79 votes
👋 Hey everyone! We're currently revisiting the Close.io integration and considering if it's the right time to prioritize it.
This has been one of the top-voted requests, and we’d love to hear more about your specific use cases. If you're still interested or have teammates who’d benefit from this, feel free to:
- 👍 Upvote this post (if you haven’t already)
- 💬 Leave a comment to share your needs
- 📅 Schedule a quick call with me so we can understand your workflow better
No promises yet, but your input will help us evaluate next steps. Thanks for pushing us forward! 🙌
Moira Lavender
supported this idea
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2 votes
An error occurred while saving the comment Moira Lavender
commented
For example, accidentally moving a template from the main folder to a subfolder
Moira Lavender
shared this idea
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7 votes
An error occurred while saving the comment Moira Lavender
commented
Attach more than one Salesforce Account to a single PandaDoc account.
Moira Lavender
supported this idea
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An error occurred while saving the comment Moira Lavender
commented
We currently have multiple Salesforce instances and need to provide PandaDoc integration to both the main instance and the shared instance.
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