Settings and activity

3 results found

1. Customize doc/temp/catalog list view columns

   17 votes

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   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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   677 votes

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   67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  Valeryia Baranava 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

   133 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  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.

   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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