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5 results found

  1. Change the title of the button “open the document”

    14 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Frank Cuffaro supported this idea  · 

  2. 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.

    Frank Cuffaro supported this idea  · 

  3. Add an attached file to saved messages

    5 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Frank Cuffaro commented  · 

    It is important for sending invoices, which it seems Panda is trying to support via payment integrations and the Payments module.

    Frank Cuffaro supported this idea  · 

  4. Disable verification for Stripe payments

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Frank Cuffaro supported this idea  · 

  5. CPQ calculations: Excel Formulas.

    677 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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