Settings and activity

5 results found

1. Edit uploaded PDFs

   290 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

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   Tom Fohr commented  ·  Nov 30, 2023  ·  Edit…  ·  Delete…

   Could I get added to this early access?

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2. Reminder customization: Customize the text in reminder message

   380 votes

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   39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Tom Fohr supported this idea  ·  Nov 30, 2023

3. CPQ calculations: Excel Formulas.

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   673 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.

   Tom Fohr supported this idea  ·  Nov 30, 2023

4. Paylocity

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

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   Tom Fohr commented  ·  Nov 30, 2023  ·  Edit…  ·  Delete…

   This would be SUPER Helpful!

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   Tom Fohr supported this idea  ·  Nov 30, 2023

5. Transfer ownership for Forms

   67 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

   Tom Fohr supported this idea  ·  Nov 30, 2023