Settings and activity
189 results found
-
30 votes
Kaylen Nolen
supported this idea
·
-
67 votes
Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.
- Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
*Important: Make sure at least one field is assigned to the recipient to interact with the quote.
- Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'
More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.Kaylen Nolen
supported this idea
·
An error occurred while saving the comment -
189 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Kaylen Nolen
supported this idea
·
-
24 votesKaylen Nolen
supported this idea
·
-
1 voteKaylen Nolen
shared this idea
·
-
58 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Kaylen Nolen
supported this idea
·
-
21 votesKaylen Nolen
supported this idea
·
-
4 votesKaylen Nolen
shared this idea
·
-
108 votes
Hi there. Thank you for submitting this idea! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
Kaylen Nolen
supported this idea
·
-
2 votesKaylen Nolen
shared this idea
·
-
18 votesKaylen Nolen
supported this idea
·
-
7 votesKaylen Nolen
shared this idea
·
-
25 votesKaylen Nolen
supported this idea
·
An error occurred while saving the comment Kaylen Nolen
commented
The ability to manually save your work rather than trusting the auto-save functionality would greatly improve user's experience while spending a large amount of time working on their content.
-
36 votes
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!
Kaylen Nolen
supported this idea
·
-
108 votes
[WORKAROUND]
Hi all!
I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z
I would be happy to answer your questions and get a feedback from you. You can…
Kaylen Nolen
supported this idea
·
-
29 votesKaylen Nolen
supported this idea
·
-
23 votesKaylen Nolen
supported this idea
·
-
3 votesKaylen Nolen
supported this idea
·
-
28 votesKaylen Nolen
supported this idea
·
-
31 votesKaylen Nolen
supported this idea
·
Would like to ability to assign a pricing table to a recipient so that when they sign, clicking Start doesn't skip over a pricing table with optional items.