Settings and activity

4 results found

1. Allow the workspace Admin (Owner) to make changes to other users settings (notifications, user profile)

   3 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Rachel Rood shared this idea  ·  Sep 21, 2022

2. CPQ calculations: Excel Formulas.

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   671 votes

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   67 comments  ·  Ideas to Improve PandaDoc » 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.

   Rachel Rood supported this idea  ·  Sep 21, 2022

3. Notification toggle for the approval workflow for people within a approver group

   5 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Rachel Rood commented  ·  Sep 21, 2022  ·  Edit…  ·  Delete…

   We have a designated approver for all documents, and a substitute approver that handles approvals when the designated approver is OOO. To make this work, they are both in the approval group. It would be great if the substitute approver had the option to turn email notifications off, and only turn the notifications back on when we know the designated approver is OOO.

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   Rachel Rood supported this idea  ·  Sep 21, 2022

4. Ability to turn off specific notification emails sent to recipients.

   130 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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