Settings and activity

3 results found

1. Customize doc/temp/catalog list view columns

   17 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Emily Cline commented  ·  Jul 19, 2022  ·  Edit…  ·  Delete…

   Display the item photo in the catalog list and or customize the catalog list columns

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   Emily Cline supported this idea  ·  Jul 19, 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.

3. Quickbooks ACH

   129 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminValeryia Baranava (Admin, 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!

   Emily Cline supported this idea  ·  Mar 4, 2022
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   Emily Cline commented  ·  Mar 4, 2022  ·  Edit…  ·  Delete…

   I hope this will be added soon?

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