Settings and activity

5 results found

1. Tags For Documents Made From Template/Uploaded

   4 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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2. Pull updated pricing table details from Salesforce to PandaDoc

   48 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   Aimee Fernandez commented  ·  Dec 23, 2022  ·  Edit…  ·  Delete…

   Yes - we have users who need to make a change to the products during negotiations. Instead of having to create a new quote, it would be better if they could click "Import from CRM" to update the product table.

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3. Word (docx) Import improvements

   112 votes

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   Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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4. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

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   352 votes

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   61 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   In development  ·  AdminLena Zaparozhats (Associate Product Manager, PandaDoc) responded

   Great news! We are happy to announce the upcoming Beta version of Currency Formatting. We'll keep you posted on the release updates. Meanwhile we'd like to invite you to test the Beta in the beginning of March. You can enroll to the Beta programm here: https://forms.gle/T3FwRNjLzvdHuHmg8

   Aimee Fernandez supported this idea  ·  Nov 14, 2022

5. Watermarking

   39 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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