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9 results found

  1. Internal notes or comments on a document/template

    17 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    An error occurred while saving the comment
    Darmagnac Romain commented  · 

    Yes please ! As in Google Doc or Google Sheet :
    - Right click on a word (or in item line in the table price) > Add comment
    - The text or section goes highlighted in yellow
    - A litlle popup windows comes where you write your comment
    - And the comment goes also the internal chat section

  2. Fields move automatically with text blocks: link fields to blocks

    139 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →

  3. Option for recipient to Approve or Decline the document from the email they receive

    11 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →

  4. Display item cost in a quote (Advanced Quotes)

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.

  5. Subtotal *without* line item discounts total & the subtotal without discount

    34 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  6. Save Products From Pricing Table to Catalog

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. 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!

  7. Auto name Documents with tokens / Use variables in Document and Forms titles

    311 votes

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    53 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

  8. Calculated Variables in Pricing tables

    91 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  9. [Quote Builder]: profit and margin

    53 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →